For more than 75 years, the Pomona Plan has set a high standard for excellence and integrity in life-income agreements. During those years, it has served generations of individuals and families seeking to secure their own financial futures while also supporting the education of tomorrow’s leaders.
Participants in the Pomona Plan benefit from our long, accomplished history in managing life-income agreements. A pioneering institution in this area, Pomona issued its first charitable annuity in 1892 and developed the Pomona Plan in the 1940s. Today, it still sets the standard of planned giving programs among its peer institutions. This website provides information about the financial instruments offered under the Pomona Plan.
Deferred Gift Annuities
- Lifetime income when you need it
- Flexible start dates
- Immediate tax deduction
Calculator
Try our gift calculator to learn the income and tax benefits you could receive from a life-income gift to Pomona College.
Did You Know?
Pomona Plan annuities and trusts may be funded with appreciated stock from a taxable account without recognizing capital gain immediately.
Call us to learn about the favorable tax treatment.