Testamentary Life-Income Gifts
(Gift illustration)

How it works

	You write a will or revocable trust directing a bequest to Pomona College.
	You provide that the bequest first create a life-income gift benefiting your heirs.
	After their income interest terminates, the remaining balance in the gift passes to Pomona College.

Benefits

• One estate asset can benefit both Pomona College and your heirs.
• Resulting charitable estate-tax deduction will lower the cost of providing for children and family.
• Provisions are revocable during your lifetime, increasing your planning flexibility.

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