For more than 80 years, the Pomona Plan has provided participants with lasting financial security while supporting the education and experiences of Pomona students. With a range of planned giving options, our team can help you find a strategy that fits your goals.   

A History of Excellence and Integrity

Established in the 1940s, the Pomona Plan builds on a tradition of financial stewardship that began with Pomona College’s first charitable gift annuity in 1892. Today, with its exceptional annuity rates, deep investment expertise, personalized service, and the backing of a $3.2 billion endowment, the Pomona Plan remains one of the nation’s most respected life income programs in higher education. 

Financial Benefits That Fit Your Retirement

Thousands of participants have looked to the Pomona Plan to deliver secure income with significant tax benefits. With your goals and assets in mind, the Pomona Plan’s diverse funding vehicles include:

• Charitable gift annuities that provide you with fixed lifetime payments in exchange for a gift of cash or appreciated securities
• Deferred charitable gift annuities that offer you fixed payments set to begin a future date of your choice
• Charitable remainder trusts that generate lifetime payments for you or your beneficiaries and allow for the possibility of income growth

A Legacy That Lasts

Choosing the Pomona Plan is more than prudent financial planning: it is an enduring commitment to educational opportunity. Pomona College stands as one of a few institutions that is committed to admitting talented students from all backgrounds and meeting their full financial need — without loans. Your gift will shape lives for decades to come, on campus and beyond.

Let's Plan Together

Our planned giving advisors can help design a personalized strategy that reflects your goals, assets, and vision for retirement. 

What Participants Say