Learn which assets are most commonly used to fund a gift.
Giving appreciated stock that you have owned for more than one year is one of the most tax-advantaged ways to make charitable gifts. With careful planning, you can convert your securities into a lifetime income stream, avoid or defer your capital gains tax, all while supporting Pomona College.
A gift of real estate allows you to preserve your cash assets, avoid or defer capital gains tax, receive other tax and income advantages, and make a significant charitable gift to Pomona.
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.
Life insurance is a valuable asset for making an outright charitable gift during your lifetime. You can make a gift of a life insurance policy without diminishing other investments or assets earmarked for family members.
An outright gift of artwork, coins, antiques, or other personal property can be an excellent way to support Pomona.
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.