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What Is a CGA?

A charitable gift annuity (CGA) provides fixed payments for life in exchange for a gift of cash or appreciated securities to Pomona College.

It is a simple arrangement that provides consistent, reliable payments that you can’t outlive and are backed by the general resources of Pomona College.

Why the Pomona Plan?

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Retirement Security

Every payment promised to a Pomona Plan participant has been made on time and in full for over 80 years.

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Tax Benefits

Cash, appreciated stock or a one-time IRA transfer each creates different tax-saving opportunities.

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Expert Guidance

Our knowledgeable team helps you understand the best fit for your needs and assets.

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Lasting Impact

When your payments end, what remains supports Pomona College students by funding scholarships, experiential learning opportunities and more.

$3.2B
endowment backing every Pomona Plan payment
AAA
ratings from Moody's, S&P and Fitch
12
monthly payments, fixed for life the day you sign
1892
the year Pomona issued its first charitable gift annuity

Explore Your Options

Two simple ways to turn diverse assets into reliable lifetime income with the Pomona Plan.

See Your Rate & Options
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Immediate Gift Annuity

Fund with cash or appreciated stock and receive fixed monthly or quarterly payments for life. Your rate is set the day you sign and never changes. You receive an immediate charitable deduction, and a portion of each payment may be tax-free.

Learn How an IRA Gift Works
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IRA Gift Annuity

If you are 70½ or older, you can make a one-time transfer of up to $55,000 directly from your IRA to fund a gift annuity. The transfer satisfies some or all of your required minimum distribution (RMD) and does not count as taxable income. And it secures fixed income for the rest of your life.

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Backed by Pomona College

Your payments are secured by the financial strength of Pomona, including its $3.2 billion endowment and AAA ratings from Moody's, S&P and Fitch.

For over 80 years, participants have relied on the Pomona Plan to deliver secure retirement income with significant tax benefits.

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333 N. College Way
Claremont, CA 91711

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