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Gifts of Insurance

A gift of your life insurance policy is an excellent way to make a gift to Occidental College. If you have a life insurance policy that has outlasted its original purpose, consider making a gift of your insurance policy to Occidental College. For example, you may have purchased a policy to provide for minor children and they are now financially independent adults.

Gift of Insurance
Insurance
OXY
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Benefits of gifts of life insurance

  • Receive a charitable income tax deduction
  • Receive additional income tax deductions each year that you make additional contributions so that Occidental College can pay the annual insurance premiums
  • At death, the proceeds of your policy will be paid to our organization and we will use the insurance proceeds to continue our charitable work

How to make a gift of life insurance

To make a gift of life insurance, please contact your life insurance provider, request a beneficiary designation form from the insurer and include Occidental College as the beneficiary of your policy.

Contact us

If you have any questions about making a gift of a life insurance policy, please contact us. We would be happy to answer questions that you have.

Please let us know if you have already named us as a beneficiary of your life insurance policy. We would like to thank you and recognize you for your gift.

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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