Many Pomona College donors use a Pomona College agreement to provide secure retirement income and are considering other elements of retirement planning at the same time. Along with retirement planning, many Pomona College donors are also considering their estate planning at the same time. A consolidated plan can allow you to take care of yourself and your family, provide for gifts to loved ones, and include charitable gifts for worthy institutions like Pomona College. We can help you find the best way to meet your goals for retirement income and charitable giving, and perhaps help you to make a larger gift than you thought possible.
Retirement Planning Tips
Benefits of Giving
Estate Planning Overview
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