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Unrestricted (Specific Gift)
I give to Pomona College, a California nonprofit corporation
located at Claremont, California, the sum of $__________ (or
property herein described), to be used for general
educational purposes as the Board of Trustees, in its sole
discretion, may deem advisable for the best interests of the
College.
Unrestricted Memorial Fund (Residue)
I give to Pomona College, a California nonprofit
corporation located at Claremont, California, the rest and
residue of my estate, to be known and designated as "The
______________ Memorial Fund." The income therefrom shall be
used for general educational purposes as the Board of
Trustees, in its sole discretion, may deem advisable for the
best interests of the College. The said Board of Trustees
shall have the right to expend the whole or any part of the
principal of said sum in the erection of a building or in
connection with some definite project or purpose, provided
there is thereby established a suitable memorial in the name
of _______________.
Restricted Memorial Fund (Residue)
I give to Pomona College, a California nonprofit
corporation located at Claremont, California, the rest and
residue of my estate. The income therefrom shall be used for
(description of primary purpose, such as student
scholarships, an endowed professorship, maintenance of a
laboratory or other purpose). If it is found that all or
part of the income from this fund is no longer needed for
the purpose stated, then such gift may be used for such
other purposes as the Board of Trustees, in its sole
discretion, may deem advisable for the best interests of the
College, giving consideration to my special interest as
evidenced by the purpose described above. This gift shall be
known as "The _______________ Memorial Fund."
If a contribution to Pomona
College will be restricted, we recommend that the intended
provision be reviewed by College officials at the time the
bequest provision is drafted to be certain that your wishes
can be carried out.
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You may give the College the assets remaining in your
qualified retirement plan upon your death. Retirement plans
include IRAs, profit-sharing plans, 401(k) plans, Keogh
plans, 403(b) accounts, SEPs and other plans. You need to
designate the College on a beneficiary designation form that
you can obtain from your plan administrator. The designation
may be: "Pomona College, a California nonprofit corporation
located at Claremont, California." Designate the percentage
of the assets that you wish to give to the College.
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