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Brown has two pooled funds, returning 3% and 4%:
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Income fund --currently 4% (fixed income securities and some equities).
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Balanced fund --currently 3% (more balanced between equities and securities)
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Income fund can provide maximum current income, appeals to older donors
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For a younger donor, the balanced fund can maximize future income.
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Tax deduction based on projected value of money that will pass to Brown in the future.
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Deductions of 60-70% of value of donated property.
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Initial contribution of $5000 to establish a fund,
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Subsequent contributions of as little as $1000.
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