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Gift Planning

Why We Give

Ben Culley Society Video “When I was 20”

 

For Betsy and Ralph Perry, An Oxy Endowed Scholarship Is “A Big Positive All Around”

donor-culley-thumb.jpgDuring Betsy Perry’s 19 years as an adjunct professor of history at Oxy, she loved the opportunity to design new courses that would be most impactful for students. In the wake of 9/11, she expanded the focus of history courses to be more inclusive of other identities and backgrounds.  More

 

The College According to Culley

donor-culley-thumb.jpgAfter 33 years at Occidental in a variety of roles-professor of mathematics, dean of men, dean of students, and director of financial aid among them-Benjamin H. Culley had a few observations to share about Oxy back in 1976. "The history of Occidental College is a proud one," he wrote in an all-but-forgotten publication, The Occidental Community Review.  More

 

Bob and Thanh Mougeot: Starting the Oxy Conversation

donor-mougeot-thumb.jpgThe working life of a doctor did not appeal to Robert F. Mougeot '65. The Arizona native enrolled at Oxy as a pre-med major, but after two years of studies he asked himself, "Do I really want to do this?" So he switched majors to political science with the intention of going to law school. More

 

Every Day an Adventure

donor-day-thumb.jpgJeanne Day '61 has enjoyed her share of adventure. She obtained her pilot's license in 1963, only hanging up her pilots wings when she turned 70 a few years back. That's when she channeled her energies into motorcycling - two wheeled passion that led to a solo ride across Alaska. More

 

All in the Oxy Family - Harry Dorsey & Anne E. Gill

donor-gill-thumb.jpgEndowing a scholarship fund in their mother's memory seemed like "the natural thing to do" to Harry Dorsey '52 of Montecito and his sister, Anne E. Gill of Santa Maria. So was getting to know Mike Salisbury '08, the Ethel-May Palmer Dorsey '26 Scholarship recipient for the last three years. More

 

Leif & Aileen: Two in a Million 

donor-isaksen-thumb.jpg"If the numbers work, they work." That philosophy has served Leif Isaksen '62 throughout his career in the applied sciences. A physics major at Oxy, Leif earned his master's in physics from Rutger's University and his Ph.D. in electrical engineering systems/control theory (what we'd call "complexity" today) from USC.  More

 

Oxy Makes the Grade 

donor-kieffer-thumb.jpgWhen Evelyn Thompson Kieffer '40 was 7, her parents built a home reminiscent of their Maine roots across the street from Occidental College - a place that she calls home today. As the daughter of Guy A. Thompson, professor of American literature at Occidental from 1921-41, she was keenly interested in what was happening on campus.  More

 

Two Lives in Full Flower - Lyn and John Pohlman 

donor-pohlman-thumb.jpg"My parents told me from an early age that a good education is something no one can take away from you," says Lyn (Gawley) Pohlmann '64. "Once you have that start, you can take on the world." Her husband of 28 years, John Pohlmann '62 agrees: "Occidental gave us an extraordinary education, socially as well as academically."  More

 

Winter's Grandest Gesture

donor-winter-thumb.jpgWith 10 books and countless articles to his credit, Robert Winter may well be the leading authority on Southern California architecture. Over the 31 years he taught history at Occidental, Winter punctuated his lectures with animation, passion, and a theatrical flair that few students will ever forget. More

 

Forever Young 

donor-young-thumb.jpgOn their first date 50 years ago, John Parke Young '17 and his future wife, Marie Louise Young, were dining at the Cosmos Club in Washington D.C., when Occidental president Arthur Coons stopped by to visit with John, a former professor at Oxy and internationally renowned economist.  More

 

A Mixer Makes a Match 

donor-zillgitt-thumb.jpg"My most valuable experience at Oxy was my very first week on campus, when I reported to Wylie, before my classes even started. There was a certain atmosphere, a feeling that was very, very positive for me and got things in motion. It was a wonderful time to be at Occidental."  More

 

eBrochure Request Form

Please provide the following information to view the brochure.

A charitable bequest is one or two sentences in your will or living trust that leave to Occidental College a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan

"I, [name], of [city, state, ZIP], give, devise and bequeath to Occidental College [written amount or percentage of the estate or description of property] for its unrestricted use and purpose."

able to be changed or cancelled

A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.

cannot be changed or cancelled

tax on gifts generally paid by the person making the gift rather than the recipient

the original value of an asset, such as stock, before its appreciation or depreciation

the growth in value of an asset like stock or real estate since the original purchase

the price a willing buyer and willing seller can agree on

The person receiving the gift annuity payments.

the part of an estate left after debts, taxes and specific bequests have been paid

a written and properly witnessed legal change to a will

the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will

A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to Oxy or other charities. You cannot direct the gifts.

An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.

Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.

Securities, real estate, or any other property having a fair market value greater than its original purchase price.

Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property or undeveloped land.

A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.

You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the gift tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.

You fund this type of trust with cash or appreciated assets—and receive an immediate federal income tax charitable deduction. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to Oxy as a lump sum.

You fund this trust with cash or appreciated assets—and receive an immediate federal income tax charitable deduction. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to Oxy as a lump sum.

A beneficiary designation clearly identifies how specific assets will be distributed after your death.

A charitable gift annuity involves a simple contract between you and Oxy where you agree to make a gift to Oxy and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.

Personal Estate Planning Kit Request Form

Please provide the following information to view the materials for planning your estate.