Leading for the Future

Cynthia: We liked the fact that our children would be well cared for and that we could see the result now of our gifts to our favorite charity.
Is a charitable lead trust right for you?
A charitable lead trust can be an excellent part of many tax-planning strategies. If you have questions about lead trusts, please contact us.
*Please note: The names and image above are representative of a typical donor and may or may not be an actual donor to our organization.
"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.