PPT Slide

The American Gift Fund

Pooled Income Fund

www.giftfund.org

Economics

• Minimum new account: $5000

• Minimum addition: $1000

• Quarterly Sentinel statements

• High Yield B commissions and trails

• Fees = $750 per year + $50 per account +0.20% of assets (deducted from account)

• At death and transfer financial advisor gets paid again (AGF)