Retained Life Estate
(Living in a Charitable Deduction)

How it works

	You transfer your residence, farm, or vacation home to Pomona College subject to a life estate.
	You continue to live in the property for life or a specified term of years, while continuing to be responsible for all taxes and upkeep.
	The property passes to Pomona College when your life estate ends.

Benefits

• You receive gift credit and an immediate income tax deduction for a portion of the appraised value of your property.
• You can terminate your life estate at any time and take an additional income tax deduction.
• You can have the satisfaction of making a significant gift now that benefits 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