Charitable Remainder Unitrusts
(Who should serve as trustee?)

A unitrust is a separate legal entity administered by a trustee. Pomona College can serve as trustee of your unitrust, or you, or a financial advisor or institution can serve. We currently administer a significant portfolio of charitable trusts, and any fees are paid for by your trust. (We do ask a minimum gift of $$0 to establish a unitrust for which we will serve as trustee.) Alternately, you may wish to follow your or your advisors’ investment strategies. Whichever option you choose, we can share sample trust forms and discuss the details of establishing the unitrust with you and your advisors.

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