Planned Giving at Pomona College

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Pooled Income Fund
(Gift example*)

Example

A 65-year-old donor in the 35% bracket contributes $10,000 in appreciated stock, originally purchased for $2,000, to Pomona College's Pooled Life Income Fund. Donor is the income beneficiary. Assume the Fund is currently yielding 4.0%.

Charitable deduction	$5,396
Income tax savings (35%)	$1,889
Capital gains savings (15%)	$1,200.00
Est. income (first year)	$400.00

PLEASE NOTE: The calculations and tax benefits included in this example are estimates only. Actual benefits may vary. This example is for illustration purposes only and is not intended as legal or tax advice. Consult your legal and tax advisors prior to making any material decisions based on this data.

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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