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Charitable Bequest

A charitable bequest is one of the easiest and most flexible ways that you can leave a gift to Occidental College that will make a lasting impact.

Charitable Bequest
Property
Donor's Family
OXY
Charity image

Benefits of a bequest

  • Receive an estate tax charitable deduction
  • Reduce the burden of taxes on your family
  • Leave a lasting legacy to charity

How a bequest works

A bequest is one of the easiest gifts to make. With the help of an attorney, you can include language in your will or trust specifying a gift to be made to family, friends or Occidental College as part of your estate plan, or you can make a bequest using a beneficiary designation form.

Here are some of the ways to leave a bequest to Occidental College

A bequest may be made in several ways

  • Percentage bequest - make a gift of a percentage of your estate
  • Specific bequest - make a gift of a specific dollar amount or a specific asset
  • Residual bequest - make a gift from the balance or residue of your estate
Click here to review sample bequest language.

Contact us

If you have any questions about leaving a bequest to us, please contact us. We would be happy to assist you. If you have been so generous as to include a bequest to Occidental College as part of your estate plan, please take the time to let us know. We would like to recognize you and your family for your generosity.

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"We believe that Oxy students become great leaders, thinkers and changemakers because of the transformative experience at Occidental. Growing the endowment through planned gifts will ensure that generations of Oxy students continue to make a positive impact on the world."

--Gil Kemp P'04
Trustee and Campaign
Steering Committee Co-chair

--Barbara Gibby '68 and
Dr. Michael G. Gibby '68

Trustee

"Once I heard about the Campaign, I knew that it was important to be part of it. I am delighted to commit to my legacy gift because Oxy gave me the foundation to do positive things in life. The College continues to provide that opportunity for today's students and should have the support to play that role indefinitely."

--Gloria Duffy '75
Trustee and Campaign Steering Committee member