Other Taxwise Plans

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.

Bargain Sale

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.

Donor-Advised Fund

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: 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.