Information for Advisors
The Pomona Plan of Pomona College provides support for a full range of charitable Gift Planning options and services. Pomona College, its employees or representatives, do not offer legal or financial advice. We strongly urge prospective donors to consult with their attorney, financial advisor, estate planning professional, accountant or other appropriate professional before making any material decisions based on information we provide through this website, printed materials or other sources.
We welcome the opportunity to work with you in helping your clients identify tax-wise and beneficial ways to support Pomona College’s charitable non-profit mission. Please feel free to contact us directly for information or assistance on a confidential basis.
All charitable gifts should be directed to Pomona College, the charitable, tax-exempt organization located in California.
TAX I.D. Number
Pomona College’s TAX ID number is 95-1664112.
Click here to download stock transfer instructions for Pomona College.
Click here to view sample bequest language for Pomona College.
Click here to view Financial Statements.
Types of Plans
- Legacy Planning
- Charitable Gift Annuity
- Deferred Gift Annuity
- Remainder Annuity Trust
- Remainder Unitrust
- Charitable Lead Trust
- Pooled Income Fund
- Bargain Sale
- Retained Life Estate
- Testamentary Life-Income