Charitable Gift Annuities
(Gift illustration)

How it works

	You transfer cash or securities to Pomona College.
	Pomona College pays you, or up to two annuitants you name, a lifetime annuity.
	The principal passes to Pomona College when the contract ends.

Benefits

• You receive an immediate income tax deduction for a portion of your gift.
• Your lifetime annuity is backed by a reserve and the full assets of Pomona College. The College maintains AAA bond credit rating as supported by letters from Moody's and Standard & Poors. As of December 2007, our endowment was valued in excess of $2 billion.
• Your annuity payments are treated as part ordinary income, part capital gains income (15%), and part tax-free income.
• You have the satisfaction of making a significant gift that benefits you now and Pomona College later.

For more information

Email us, complete the personal illustration form, or call us at (909) 621-8143 or (800) 761-9899 so that we can assist you through every step of the process.

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