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Deferred Gift Annuities
(Gift illustration)

How it works

You transfer cash, securities or other property to Pomona College.

Beginning on a specified date in the future, Pomona College begins to pay you, or up to two annuitants you name, fixed annuity payments for life.

The principal passes to Pomona College when the contract ends at the death of the last annuitant.

Benefits

  • Deferral of payments permits a higher annuity rate and generates a larger charitable deduction.
  • You can target your annuity payments to begin when you need them, such as retirement or when a grandchild needs help with tuition payments.
  • The longer you defer payments, the higher the effective rate you will receive.
  • You have the satisfaction of making a significant gift now that benefits both you 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




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