Institutional Advancement

Gifts of Cash
A gift of cash is fully deductible for donors who itemize their federal income taxes. (If a cash gift totals more than 50 percent of adjusted gross income, the balance may be carried forward for up to five additional tax years.) Your check should be made payable to Pomona College. 

Credit Card Gifts
A quick and easy way to make a gift to the Annual Fund is with a credit card. Pomona accepts VISA and MasterCard. A credit card gift often provides flexibility for donors who wish to make larger gifts by spreading payments out over several months or the entire year. You can now submit a gift online through the secure gift form. 

Gifts of Securities
Gifts of appreciated securities may be deducted at full market value on the date of transfer to the College. (Securities that have been held for one year or more are deductible up to 30 percent of your adjusted gross income; the balance may be carried forward within the same limitation for up to five additional years.) When engaging in stock transfers, please contact Janis Moormann, Trust Administrator, at (909) 621-8115. 

Gifts of Real Estate
Real property, such as a house, apartment building, land, or farm, may be given outright. In this case, the College will sell the property and use the proceeds immediately. It is also possible for real property to be used to fund a trust and provide the donor (or another person) with lifetime income. Additionally, a donor can give a house to Pomona and retain the right to live in it. This type of gift provides the donor with an immediate charitable deduction, and may also allow the donor to claim deductions throughout his or her lifetime on capital improvements made to the property. 

For information on making a gift of real estate, please contact Robin Trozpek, Director of Trusts and Estates, at (909) 621-8143. 
 

A deferred gift allows a donor to make a sizeable gift to the College and continue to receive income from the gift for his or her lifetime, for the lifetime of another beneficiary, or for a specified number of years. It will also generate a charitable income tax deduction in the year of the gift, which may be carried forward for an additional five years. 

The College offers many types of deferred giving agreements under The Pomona Plan, including charitable remainder trusts, gift annuities, deferred gift annuities, and pooled income funds. The type of agreement selected depends on a wide range of circumstances relating to the donor's plans and objectives. The agreement will be individually designed to provide the donor with the most attractive tax and income benefits. Deferred giving agreements, and outright bequests to the College, may also be established through a donor's Will or revocable trust. 

For more information about deferred gifts and bequests, please call Robin Trozpek, Director of Trusts and Estates at (909) 621-8143