Resources

Gift Calculator

Try our gift calculator to learn the income and tax benefits you could receive from a life-income gift to Pomona College.

Financial Information and Disclosures

Follow the link below for information about the financial strength of Pomona College and other key details for those considering a Pomona Plan life income gift.

Find Best Gift

To help you match the options to your goals, we offer an easy-to-use web tool. It's just a few questions. Give it a try!

Compare Gifts

The planned gift that is best for you depends on your goals for the gift. We’ve created a chart that lets you compare the characteristics of the plans.

Advisor Resources

If you are advising a client who is considering a planned gift or bequest to Pomona College, we welcome the opportunity to work with you in helping your client.

Bequest Language

If you are considering a bequest to Pomona College, we offer the language at the link below for your legal counsel’s consideration in preparing your will or trust.

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.