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| Agreements |
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The Pomona Plan offers several types of agreements.
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Charitable Gift Annuity --- A gift annuity
provides assured fixed annual income for the lives of one or two individuals.
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Deferred Gift Annuity --- A deferred gift
annuity begins to make payments at a future date that you select.
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Net Income Unitrust --- A net income
unitrust distributes the interest and dividend income earned by the trust each year,
up to a maximum percentage.
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Basic Unitrust --- A basic unitrust
distributes a fixed percentage of the value of the trust assets. Since the value
of the assets change somewhat from year to year, the distributions to you will
also vary somewhat each year.
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"Flip" Unitrust --- A "flip" unitrust
begins by distributing net income and then changes to distribute a percentage of
the value of the assets. The change is triggered by a date, or an event, or sale
of an asset like a house.
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Annuity Trust --- An annuity trust
distributes a fixed dollar amount each year.
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Pooled Income Fund --- A pooled income
fund resembles a no-load mutual fund, with gifts from many donors and distributions of
net income to each beneficiary.
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Retained Life Estate --- You give your
house or farm to the College and retain the right to live in it. You receive a charitable
deduction, but usually no income.
More Info...
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Charitable Lead Trust --- You transfer
assets to a trust, which then makes payments to the College for a period of years. After
that period, the assets are distributed to your heirs with reduced gift or estate tax.
These trusts are appropriate for large gifts.
More Info...
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