Planned giving is a great way to support Pomona College while generating income for yourself and your family. Learn how these gifts allow you to achieve both of these goals.
Charitable Gift Annuities
A charitable gift annuity provides fixed payments to you or others you name for life in exchange for your gift of cash or securities.
Deferred Charitable Gift Annuity
A deferred gift annuity provides fixed payments to you or others you name for life in exchange for your gift of cash or securities. The payments start on a date you choose that is at least one year after you make the gift.
IRA Gift Annuity
The new IRA Gift Annuity is a charitable gift annuity available to those 70.5 and older that provides fixed payments to you and/or your spouse for life in exchange for your gift of up to $53,000 directly from your IRA.
Charitable Remainder Trust
A charitable remainder unitrust can help you maintain or increase your income while making a significant gift to Pomona College. The charitable remainder unitrust is highly flexible. You can easily make gifts of assets that are not easily converted to cash using the unitrust. If your unitrust grows, your payments will grow too, providing a potential hedge against inflation.
Charitable Remainder Annuity Trusts
A charitable remainder annuity trust can provide a dependable income for life while making a significant gift to Pomona College.
The IRA Charitable Rollover Gift Annuity Plan
You can now make a Qualified Charitable Distribution in exchange for a charitable gift annuity and receive fixed income for life.
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.