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Deferred Gift Annuity
(Is this gift for you?)
A deferred gift annuity is for you if ...
- You are in high earnings years,
looking for both income tax savings now and an additional source
of revenue when you retire.
- You want to make a significant
gift to us and receive payments in return.
- You want to maximize the payments
you receive from your planned gift -- and you want to lower your
income tax on those payments.
- You want the security of fixed payments
that won't fluctuate during your lifetime.
- You also appreciate the safety
of your payments being a general financial obligation of Pomona College.
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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