First, A Word on Our Rates: the Pomona Plan offers rates higher than most charities. In the current low interest rate environment, however, we are forced to temporarily lower rates for younger donors (typically those in their 60s and early 70s) due to the impact of the IRS discount rate used to calculate the charitable deduction for an annuity. The deduction must equal at least 10% of the face value of the gift or it will not qualify. If your gift illustration from our calculator does not reach the 10% deduction threshold, simply call us and we will assist you with a custom calculation.
Pomona Plan annuity rates are not available in all states. Call us to confirm rates and availability in your state.