Resources for Professional Advisors
In your work as a professional advisor, you value professionalism, integrity and honesty, taking the utmost care when serving your clients. As a nonprofit organization, we share your values and take the same care when it comes to helping our donors plan charitable gifts to Occidental College. Please use these tools as you help your clients with their charitable plans, and feel free to contact us for more information or assistance.
Tools for Professional Advisors
Legal name: Occidental College
Federal tax ID number: 95-1667177
Located in: 1600 Campus Road, M-36
Los Angeles, CA 90041
See the Benefits Today
Provide your clients with a free, no-obligation illustration of their gifts to Oxy with our Gift Illustrator tool. Instantly calculate deductions, tax savings and other benefits for multiple gift types.
Make a Gift to Oxy in Your Will
If your clients are interested in supporting Oxy with a gift in their wills, we have provided sample bequest language that they can bring to their estate planning attorneys.
Partner With Us
We understand that gifts to charities such as Oxy can be an important part of your clients' overall financial and estate plans. That's why we're committed to working with you to ensure that your clients find the charitable arrangements that best meet their needs. We believe that charitable planning is a process that ideally involves the donor, professional advisors and our gift planning staff—all working together to arrange the best gift possible.
Gifts That Pay
Your payments depend on your age at the time of the donation. If you are younger than 60, we recommend that you learn more about your options and download this FREE guide Plan for Retirement With a Deferred Gift Annuity.