Occidental College offers membership in the Society to those who identify themselves as having created a deferred gift benefiting the College.

We request that donors kindly provide a copy of the portion of their deferred gift documents pertaining to Occidental.  This information is vitally important in helping the College prepare for the future. 

Deferred gifts accepted by the College which qualify for Society membership include, but are not limited to: bequest provisions, charitable trust agreements, life insurance, gift annuities, pooled income fund agreements and retained life estate gifts established to benefit Occidental College.

To become a member simply establish one of the above gift instruments in favor of Occidental and notify the College's Office of Gift Planning.

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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:12/17/07