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Advisors - Literature & Forms
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Please click on any of the following links to view the Life Income Funds' literature and forms*:
Literature:
Document outlining important information with regard to forming an account with the Life Income Funds of America. Donors should read the Gifting Disclosure Statement in its entirety before making a contribution to the Life Income Funds.
Forms:
Donor Opportunity Questionnaire To better understand a donor's financial and charitable goals and how the Life Income Funds of America may be able to assist a donor, please complete this questionnaire with your client. This questionnaire also provides the Life Income Funds with the key assumptions necessary to develop a hypothetical illustration of the tax and pool performance a donor may expect when making a contribution.
Securities & Cash Donor Contribution and Authorization Form Print and complete this form to designate Income Beneficiary(ies), specify your contribution type, and indicate donation amounts to each alternative pooled income fund.
Account Change Form Form used by Income Beneficiaries to indicate the method by which they receive income generated by the Life Income Funds, or to update account information.
Gifting Portfolio Designation Form Form used by Donors to allocate their charitable contribution to the Philanthropy Fund of America.
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