| |
| Assets to Give |
 |
You may give cash, real property, stocks or other assets to the College for a Pomona Plan agreement.
- Cash --- Cash is appropriate for most types of life-income agreement.
You may have a savings account or maturing certificate of deposit or a payment
from a note or other source of cash that you would like to use. More Info...
- Real Property --- Real property may be transferred to a trust, if you would
like income, or used for a retained life estate, if you would like to continue to
live in the property. The property may be your home, a rental house, a commercial building,
a farm, an undeveloped lot or other type of property. More Info...
- Stock --- You may use stocks and bonds to establish any type of life-income agreement.
You will maximize your benefits if the securities are appreciated in value. More Info...
- Life Insurance --- You may give the College a life insurance policy or commercial
annuity to fund several types of agreement. More Info...
· Pomona Plan Home | Contact Us
|
|
|
|