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
Did You Know?
IRA Gift Annuity: Congress recently passed the Secure 2.0 Act of 2022, which allows a one-time transfer of up to $50,000 directly from an IRA to fund a charitable gift annuity. Learn more about the new IRA Gift Annuity.
For information about legacy gifts to Pomona, visit our companion website, Pomona Legacy