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Trusts and Estates

The Pomona Plan

The Office of Trusts and Estates works with Pomona College alumni and other donors who would like to make a charitable gift to the College through their will, living trust, life insurance or account beneficiary designation, or a life-income agreement.  Using techniques that fall under the umbrella terms of “planned giving” or “deferred giving,” a donor may make a decision to make a future gift, confirmed in a legal agreement, that provides tax and income benefits to the donor or selected heirs and beneficiaries in addition to supporting the mission of the College. 

The most common and simplest form of planned gift is a bequest through a will or living trust, or a beneficiary designation on an account, such as a traditional IRA or 401(K) plan.  More complex gifts through charitable trusts and life income contracts are also possible, though they require more planning, negotiation and formal counsel than other gifts.

Pomona College recognizes planned giving donors through two special recognition societies.  Bequest donors are recognized through the Granite & Sagebrush Society and life income donors through the College’s nationally recognized program, the Pomona Plan, are recognized through the Allen F. Hawley Society.

For more information, feel free to contact us by telephone, mail or email, as you prefer.  You may also find us on Facebook.

Staff
Name/ContactTitlePhoneFax
Robin TrozpekSenior Director (909) 621-8143(909) 621-8654
Richard ChuteRegional Director (909) 621-8143(909) 621-8654
Linda Wight MazurRegional Director (909) 621-8143(909) 621-8654
Donna LaneAssistant Director (909) 621-8143(909) 621-8654
Beth HubbardTrusts and Estates Specialist (909) 621-8143(909) 621-8654
Maya IllankoonAdministrative Assistant (909) 621-8143(909) 621-8654
Bruce PaolozziAdministrative Assistant (909) 621-8143(909) 621-8654

Mailing AddressPomona College, Trusts and Estates, 550 N. College Avenue, Claremont, CA 91711

Phone(909) 621-8143

Fax(909) 621-8654

Campus LocationAlexander Hall