Retirement and Legacy Planning

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

It’s really never too early—or too late—to do retirement planning. With this in mind, Pomona College offers the following list of basic points to consider.

Benefits of Giving

A gift plan can provide you substantial tax benefits, especially when you give stock or real estate. Depending on your situation, you may save income taxes, capital gains taxes, probate expenses, and estate taxes.
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Estate Planning Overview

Estate planning can entail difficult choices, but once your plan is in place, it provides a sense of relief and peace of mind. You’ll know that you have done your best to plan and provide for yourself and for loved ones, as well as for the causes you’ve cared about during your lifetime. The link below will take you to our companion site devoted to legacy giving, Pomona Legacy.

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.