Planned giving is a great way to achieve tax benefits while meeting other goals like providing for family or other heirs or supporting worthy charities like Pomona College. Learn how these gifts allow you to achieve your goals.
Charitable Lead Trust
Make a substantial gift to Pomona College in the form of fixed annual payments and pass assets to your family or other heirs at reduced tax cost.
Receive immediate cash and make a gift to Pomona College by selling to us a valuable asset, such as real estate, for less than it is worth.
A donor-advised fund can provide you with immediate tax benefits while making your charitable giving easier for years to come. Might a donor-advised fund be right for you? Here’s how it works.
Retained Life Estates
Donate your home, farm or a second home to Pomona College and receive an immediate income tax charitable deduction, while retaining the right to live in your home for the rest of your life. If you itemize your deductions instead of taking the standard deduction you could save significant income taxes.
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