Ep. 48 Part 1: Pooled Income Funds Explained: Flexible Charitable Planning Strategies with Randy Fox

What if one of the most powerful charitable planning tools has been sitting quietly in the background for decades? In this episode of Money to Give, Rick Peck sits down with Randy Fox to unpack the world of pooled income funds and why they may offer far more flexibility than many donors and advisors realize. Randy explains how pooled income funds compare to charitable remainder trusts and charitable gift annuities, while revealing how these structures can support multi-generational income planning, charitable giving, and sophisticated tax strategies all at once.Throughout the conversation, Randy shares how modern pooled income fund structures can accommodate a wide range of assets — including real estate, closely held business interests, and even cryptocurrency — while helping families balance philanthropy with long-term wealth planning. He also explores advanced planning concepts like donor-friendly pooled income funds, preferred pooled income fund structures, and how strategic charitable planning can create opportunities that many advisors have never considered. This is Part 1 of a 3-part series with Randy Fox exploring advanced charitable planning strategies and innovative legacy planning tools.Contact Rick Peck:Website: https://www.thephilanthropyguy.comEmail: [email protected] A call: Rick Peck's CalendarSign Up For Charitable Giving Newsletter: Charitable Giving NewsletterLinkedIn: Richard PeckContact Randy Fox:Website: twohawksfos.comEmail: [email protected]