Why We Give
Learn how others have made an impact through their acts of giving to Occidental College and other organizations.
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Phil & Sydney Nichols' Atypical Oxy AriaWhen Phil Nichols '68 was in ninth grade, older brother Byron '64 arrived home to Pendleton, Ore., by Greyhound bus, excited to talk about his first semester at Oxy.
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The Elephant & the TigerWhen Lois Carwile '45 was encouraged by her high school journalism teacher, Charles Jennings '34, to attend Occidental, a liberal...
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Karen and Eric Warren '69: Giving Where It's Needed MostEric Warren '69 is a man of many talents. From teaching to electrical design, and from stage designer to historian, Eric has made his mark in several professions. We talked with Eric and his wife, Karen, about his Oxy experience, their life together and how they're making their mark on the future of Occidental College. Read the interview
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Benjamin H. Culley, Mathematics Professor and Administrator — BequestAfter 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
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Thanh Mougeot and Robert F. Mougeot '65 — Charitable Gift Annuities (CGA)The 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
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Jeanne C. Day '61 — IRA RolloverJeanne 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-a two wheeled passion that led to a solo ride across Alaska. More
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Evelyn Thompson Kieffer '40 — Charitable Gift Annuity (CGA)When 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
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Bob Winter, Faculty Emeritus - Blended Gift - Retain Life Estate/Charitable Gift AnnuityIN A RECENT OCCIDENTAL MAGAZINE SURVEY, members of the Class of '68 were asked to name their three favorite courses and professors. To no one's...
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Holly Ward '47 - Charitable Gift Annuity (CGA)Unlike many, Holly's first experience with Occidental College came years before she could even apply to the school. Her love for Oxy started in her...
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John J. Clague '67 and Lexi V. Clague '67 - BequestGrowing up in San Diego, John J. Clague '67 lived sufficiently close enough to Oxy that he could drive his laundry home on weekends. "His mother was...
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Susan Howell Mallory '76 M'78 - Beneficiary DesignationSusan Howell Mallory '76 M'78 is head of wealth management banking for Northern Trust and chair of the Occidental Board of Trustees. She has...
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Gift Examples
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SUSANNE SPARKS '64 - BequestOxy opened up new vistas to Susanne Sparks '64. Now she's preparing a canvas for future generations through her bequest.
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BequestsJoe and Anna have been faithful supporters of our organization. They believe it is important to help further our mission.
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Using a Beneficiary Designation to Make a Gift to CharityJoanne and her late husband Hal had been longtime supporters of our organization. Recently, Joanne's children encouraged...
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Fixed Income for RetirementAfter working for decades as a pediatrician in a small town, Patricia is ready to retire.
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Tax-Free SaleHoward and Lynn were both age 55 when they purchased some vacant land a few miles outside of town. They thought real estate would be a good investment that could be sold later for a profit.
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Capital Gains Tax BypassedPeter and Gail were nearing retirement. Over the years, with the help of their financial advisor, they made solid investments in securities and built a sizable portfolio.
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Peace of Mind Gift AnnuityMany years ago, Clara bought a home. Since she was very pleased with her home, she bought stock in the company that built the home.
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Endowment GiftPat and Shelly were recently married. They both had been dedicated volunteers at their favorite charity for many years.
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Sale and UnitrustGene and Carol purchased stock in a small medical service company several years ago. The company has done well.
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The Retirement UnitrustMary grew up on a farm. When her parents passed away, she and her husband Bill inherited the farm.
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Property Turns Into IncomeMiranda lived in the family home where she and her spouse had raised their three children. After her spouse passed away, Miranda found it increasingly difficult to care for her property.
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Flexible Deferred Gift AnnuityLuis is a 54-year-old executive at a large healthcare company. He purchased company stock during years when the stock price was low, and now the stock has grown substantially in value.
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Part Gift and Part SaleSusan and Kevin bought a vacant lot along Lake Michigan many years ago. They had planned to build a second home so that their family could spend their summers along the lake.
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Current GiftsAs is the case with many families, there are times each year when Jim and Sharon focus their attention on gift giving.
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Gift of a Bank Account When No Longer Needed (POD)Keith has been a faithful supporter of Occidental College and makes regular gifts to support our work.
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Transferable on Death (TOD) GiftsHarold and Jeanne married after meeting at an event Occidental College held for our donors. They wanted to leave a legacy gift...
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A Bequest to Further Good WorkNancy and David were dedicated volunteers. Over the years, they had seen many individuals helped by the good work of their favorite charity.
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Deferred Gift AnnuitySeveral years ago, Larry and Allison invested $30,000 in what they believed to be an attractive stock.
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What Will You Do with Your Unspent Retirement Savings?Michael and Kelly were retired engineers with two adult children. They owned a home, some stocks, and IRAs.
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Gift Annuity for Real EstateJonathan purchased his home many years ago for $80,000. The home is now worth $420,000. Jonathan wants to sell his home and buy a condo for $130,000.
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A Bequest to Save TaxesThomas was a widower who had a great love for our organization. As an individual who had directly benefited from our work, Thomas wanted to thank us with a gift from his estate.
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Leading for the FutureLuke and Cynthia spent many years volunteering and supporting their favorite charity. They wanted to give back in a way that would help fulfill its mission.
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Give it Twice TrustWhile visiting her favorite charity's website, June came across the idea of a give it twice trust. She contacted the charity for more information.
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Providing for Our Children's FutureRon and Kathy worked for many years building their nest egg for retirement.
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"Members of the Oxy community who support Oxy through their estate plans have provided us with an incredibly distinctive gift-an infinite investment in the College. We are grateful to these generous donors whose forethought will allow Oxy to deliver our exceptional liberal arts education to generation upon generation of talented students."
- President Harry J. Elam, Jr.
"Oxy showed me that the path to one's goals need not be linear or conventional. I learned how to think, to write, to create; to trust my instincts and pursue my interests with passion and a standard of excellence. Not a day has passed that I have not been rewarded in some way by my Occidental education."
Michael and his wife Pamela recently documented an estate gift to support the Obama Scholars Program and the EdgertonOccidental Merit Scholarship.