Gifts of Retirement Assets
(Gift illustration)

How it works

	You name Pomona College as the beneficiary of your IRA, 401(k) or other qualified plan.
	After your lifetime, the residue of your plan passes to Pomona College tax-free.

Benefits

• You can escape both income AND estate tax levied on the residue left in your retirement account by leaving it to Pomona College.
• Give the most-taxed asset in your estate to Pomona College, and leave more favorably taxed property to your heirs.
• You can continue to take withdrawals during your lifetime.
• You can change the beneficiary if your circumstances change.

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