Deferred gifts - also referred to as planned gifts - are gifts that are created today even though the College will not enjoy the benefits until some time in the future. These types of gifts may offer tax and income incentives not available through outright giving.
Planned gifts usually require significant planning and may involve coordination between your attorney or financial planner and a representative from Occidental. Individuals making deferred gifts to the College are recognized for their commitment through membership in the Ben Culley Society.
This information is provided with the understanding that Occidental College is not engaged in rendering legal, accounting, or other professional advice and assumes no liability whatsoever in connection with its use. Because tax laws are constantly changing and are subject to differing interpretations, we urge you to consult your tax and financial advisors before acting on the information contained herein.
Last updated:01/23/08