What Is a Charitable Gift Annuity?

You make an irrevocable gift to Pomona College. In return, you receive fixed payments for life. The remaining value ultimately supports the College.

Our team can prepare an illustration based on your age, gift amount and goals. Call (800) 830-7420 to speak to a Pomona Plan professional.

Request a personalized quote

  1. Make your gift. Fund an agreement with cash or appreciated securities.
  2. Receive lifetime payments. Your payment amount is established when your agreement begins.
  3. Support future students. The remainder of your gift advances Pomona’s educational mission.
Start With Your Rate

See your age. Explore your rate.

Sample annuity rates for individuals.

AgeCurrent Rates
Age 91+14.0%
Age 8510.3%
Age 808.3%
Age 757.0%
Age 706.2%

Explore the calculator

Confirm your rate for your specific age and state availability with our team. Rates for two people differ.

Why the Pomona Plan?

Older couple standing on porch of Seaver House

Retirement Security

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

Older woman standing by tree

Tax Benefits

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

Woman talks with financial advisor

Expert Guidance

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

Graduating students clapping during commencement ceremony

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
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
Retired couple walking through park

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
Older couple walking outdoors with trees and grass in background

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.

Pomona gates with blooming flowers in foreground

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.

Mailing Address

333 N. College Way
Claremont, CA 91711

Get in touch

Connect

Give back to
Pomona

Support Pomona

Part of  The Claremont Colleges