Assets You Can Use

Cash is king as they say and can always be used to fund a life income gift or an outright gift. But there are additional tax benefits or other reasons why you might choose to fund a gift with another type of asset.  Different asset types are detailed below.  Note that Pomona generally accepts cash, marketable securities and real estate to fund a Pomona Plan life income gift.  Additional limitations can apply for certain gifts of real estate.

Stocks & Bonds

Giving appreciated stock that you have owned for more than one year is one of the most tax-advantaged ways to make charitable gifts. With careful planning, you can convert your securities into a lifetime income stream, avoid or defer your capital gains tax, all while supporting Pomona College.

Real Estate

A gift of real estate allows you to preserve your cash assets, avoid or defer capital gains tax, receive other tax and income advantages, and make a significant charitable gift to Pomona.

Retirement Assets

A gift of your retirement assets, such as an employee retirement plan, IRA, or tax-sheltered annuity, is an excellent way to make an outright or legacy gift. A gift of these assets can shield your heirs from taxes while funding Pomona's future.

Life Insurance

Life insurance is a valuable asset for making an outright charitable gift during your lifetime. You can make a gift of a life insurance policy without diminishing other investments or assets earmarked for family members.

Personal Property

An outright gift of artwork, coins, antiques, or other personal property can be an excellent way to support Pomona.

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.