Sample Annuity Rates for Individuals

Age 9014.4%
Age 8511.4%
Age 809.4%
 Age 758.2%
Age 707.3%

Delivering Lifetime Income for More Than 75 Years...

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. 


Did You Know?

IRA Gift Annuity: The Secure 2.0 Act of 2022 created a new option:  a one-time transfer of up to $53,000 directly from an IRA to fund a charitable gift annuity in 2024. Learn more about the IRA Gift Annuity.