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Gifts of Stocks and Bonds

Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift to Occidental College.

Gift of Stock and Bonds
Stocks/Bonds
OXY
Charity image

Benefits of gifts of stocks and bonds

  • Avoid paying capital gains tax on the sale of appreciated stock
  • Receive a charitable income tax deduction
  • Further our mission today

How to make a gift of stocks and bonds

By electronic transfer - Please contact us for instructions on how you can transfer stock or bonds from your brokerage or investment account to Occidental College.

By certified mail - If you hold securities in certificate form, you will need to mail two envelopes separately to complete your gift. In the first envelope, place the unsigned stock certificate(s). In the other envelope, include a signed stock power for each certificate. You may obtain this power from your broker or bank. Please remember to use certified mail.

More on gifts of stocks and bonds

There are special rules for valuing a gift of stock. The value of a charitable gift of stock is determined by taking the mean between the high and low stock price on the date of the gift. Mutual fund shares are valued using the closing price for the fund on the date of the gift.

Contact us

If you have any questions about gifts of stocks and bonds, please contact us. We would be happy to assist you and answer any questions that you have.

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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