Gift Calculator

Try our gift calculator below...

Choose the gift you are interested in from the drop down list at the top. Then simply fill in the blank fields and your annuity rate and/or charitable deduction calculation will appear superimposed on the infograph of the gift.

Please note that Pomona Plan gift annuity rates are not available in all states. Also, maximum funding amounts may apply. Call us for more information and to confirm rates and availability in your state.

Additional calculations are available, including for charitable lead trusts, by contacting us at 800-761-9899.

The annuity rates shown are valid for annuities funded by June 30, 2024.  For annuity rates effective July1, 2024, please contact us at 800-761-9899.
 

 

 

 

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.