The generosity and collective foresight of alumni, faculty, staff, family and friends who have included Pomona in their estate plans help ensure that the College remains at the forefront of liberal arts education. You can also impact future generations of Pomona students, faculty, and staff in this way by including a legacy gift for Pomona in your estate plan.
This website describes the many ways you can leave a legacy gift that gives back to Pomona, and pays it forward, setting an example for future generations. Thoughtful estate planning can help you meet financial and familial goals, while maximizing your philanthropic impact. We invite you to explore the options described here and to call us with questions or to start a conversation.
Getting Started
There are many planned gifts that won’t affect your existing financial resources, but will have a significant impact on Pomona College. Give to the institution you care so much about, while maintaining control and flexibility.
Make a Bequest
A bequest is a gift provision in your will or revocable living trust. All assets, including cash, securities, real estate, and tangible personal property, may be transferred to Pomona College at the end of your life.
The Ideal Gift for You?
When determining the right gift option, it’s vital to first decide your most important personal and family goal. This could range from maximizing tax benefits to preserving assets for your heirs.
A Gift of Retirement Assets
A gift of your retirement assets, such as an employee retirement plan, IRA, or tax-sheltered annuity, is an excellent way to make an outright or legacy gift. A gift of these assets can shield your heirs from taxes while funding Pomona's future.