Agreements

Charitable Bargain Sale
This part-gift/part-sale option gives you a charitable deduction plus cash to use elsewhere.

Charitable Gift Annuity - Immediate
Receive a fixed payout and significant tax benefits.

Charitable Gift Annuity - Deferred
Recommended for younger donors to build retirement earnings for the future.

Charitable Lead Trust
Discover an innovative way to pass appreciating assets on to family members while making gifts in the interim.

Pooled Income Fund
Give cash or securities, receive an income tax deduction, avoid capital gains tax on the transfer of appreciated securities and secure lifetime income.

Charitable Remainder Unitrust
Make a large gift and create a flexible source of retirement income.

Retained Life Estate
Receive a large deduction by donating a residence while retaining the right to live there for life.

Testamentary Life Income Gifts
One gift in your estate can benefit both your family and Pomona College.

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