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The Pomona Plan
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The Pomona Plan
 

Compare Gift Plans

Where do you want to go? Click on the gift plans that interest you to learn more about how they can help you and us reach our goals.

 

Or, select up
to 3 plans to

Outright Gifts

Gifts of Cash
Maximize your charitable deduction and deliver immediate benefits to Pomona College.

Gifts of Appreciated Securities
The IRS allows you one of its most significant tax breaks for gifts of appreciated securities. Here's information on how to transfer these assets to Pomona College.

Gifts of Real Estate
Make a substantial gift to Pomona College through a transfer of residential, commercial, or undeveloped real estate.

Gifts of Business Interests
Give Pomona College an interest in a closely-held or family business.

Gifts of Partnership Interests
Support Pomona College by transferring interest in a real estate or oil-and-gas partnership. Learn what the IRS requires and how we review gift offers.

Estate Gifts

Gifts by Will or Living Trust
Give to Pomona College without affecting your cash flow during your lifetime.

Gifts of Retirement Plans
Your retirement plan may be worth more when donated to Pomona College than to your heirs.

Gifts of Life Insurance
Create a significant endowment for Pomona College without dipping into your capital assets.

Gifts in Partnership With Us

Charitable Bargain Sales
This part-gift/part-sale transaction gives you a charitable deduction plus cash to purchase other property.

Charitable Gift Annuities - Immediate
Receive a fixed payout and significant tax benefits.

Charitable Gift Annuities - Deferred
Build retirement earnings by deferring the onset of annuity payments. (recommended for younger donors)

Charitable Lead Trusts
Freeze the taxable value of your appreciating assets by using them to make gifts today and pass them back to family members later.

Charitable Remainder Unitrusts
Choose from several options that best meet your personal financial situation and our needs.

The Pooled Income Fund
We offer a life-income gift that works like a charitable mutual fund. You can give us cash or securities, receive an income tax deduction and avoid capital gains tax on the transfer, secure lifetime income, and deliver significant support to us.

Retained Life Estates
Give Pomona College your house and continue to live there rent-free.

 

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3 plans to




Pomona College
Trusts and Estates
550 North College Ave
Alexander Hall 235
Claremont, CA 91711
(909) 621-8143 or (800) 761-9899
Fax: (909) 621-8654
pomonaplan@pomona.edu




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