Ways to Give & Gift Policies

Make Your Gift Online

Mail

Please send a check payable to Occidental College and mail to:

Occidental College
Advancement Services
1600 Campus Road, M-45
Los Angeles, CA 90041

In the check memo, please include your gift purpose (if a designated gift), your full name, and your class year (if applicable).

Phone

Call (323) 341-4OXY (4699) to make your gift over the phone.

Recurring Gifts

A recurring gift is an easy and convenient way to provide sustaining support to Oxy at a pace that you are comfortable with. Credit cards can automatically be charged monthly or annually, and signing up is easy. Just visit our online giving form and select the “I would like this gift to be recurring” box. As one of our most loyal supporters, you are a member of the McMenamin Society, which recognizes and celebrates consistent annual support of Occidental College.

Multi-Year Pledges

A multi-year pledge allows you to spread your pledge payments over a period of time – up to five years – so that you can make a larger commitment to Oxy that you can fulfill at a comfortable pace. If you'd like to make a multi-year pledge, please contact giving@oxy.edu or (323) 341-4OXY. A gift officer will follow up with a gift intention form to establish your donor recognition preferences, gift designation and to determine an agreed-upon pledge payment schedule.

Donor Advised Fund (DAF)

A donor advised fund (DAF) is a tax-smart vehicle for annual charitable giving. Donors can contribute different types of assets (cash, stocks, money in IRAs, etc.) to start their DAF at a sponsoring organization. The assets then grow in the DAF tax-free and the donor can recommend gifts to any qualified 501(c)3 public charity, including Occidental. In addition to ensuring financial support to Oxy, giving through a DAF provides an immediate tax deduction for the donor. If you have a DAF, you can recommend a gift to Oxy directly on this page.

Matching Gifts

Matching gifts are an easy way to increase the impact of your gift. Many companies match their employers’ charitable contributions, sometimes up to five times the employee’s personal contribution. Guidelines and amounts vary by company. Your personal gift and your employer’s matching gift will all count toward your giving recognition, including toward any class goals and donor recognition societies. 

To see if you work for a matching gift company, visit https://www.oxy.edu/giving/matching-gifts.

IRA/QCD

If you are 70 ½ or older, you may make a gift directly to Oxy from your IRA. See details and instructions.

Electronic, Wire & Stock Transfers

For assistance, please call (323) 259-2968 or email giftoperations@oxy.edu.
 

Transfer instructions
 

To transfer stocks by 12 noon EST for next-day settlement:

State Street Bank and Trust Co.
DTC Participant #: 0997
Account No. MVYJ
Agent Bank No. 26022

To transfer mutual funds:

Please email the following information to giftoperations@oxy.edu:

1) Your Name
2) Firm name holding the mutual fund
3) Symbol for mutual fund
4) Number of shares

To transfer cash:

State Street Bank & Trust Co., Boston
ABA # 011000028
Beneficiary Acct # (DDA): 00480624
Beneficiary Name: OCCIDENTALCOLLEGE/GIFT
Account No. MVYJ
Attn: Mark Brooks

To transfer Federal Reserve items:  

Boston Federal Reserve Bank
ABA # 011000028
STATE ST BOS/SPEC/MVYJ

 

Planned Giving and Estate Planning

Browse the Gift Planning pages for detailed information about planned giving and estate planning, or contact the Gift Planning team at 323-259-2644 or giftplanning@oxy.edu. Planned giving vehicles include bequests, charitable gift annuities, charitable remainder trusts and much more.

 

Helpful Tax Information

• Occidental College is a 501(c)3 tax-exempt organization and our employer identification number (EIN) is 95-1667177.
• Oxy’s fiscal year runs from July 1 through June 30.

Gift Acceptance Policy

At Occidental College, we deeply value the generosity of our alumni, parents, friends, and organizational partners who support our mission to provide a high-quality education to a diverse group of students. Philanthropic contributions play a pivotal role in advancing our institutional priorities, enabling us to provide a transformative education characterized by our values of excellence, equity, community, and service.

This Gift Acceptance Policy is designed to guide the acceptance and stewardship of gifts in a manner that aligns with our mission and upholds the highest ethical standards. We are committed to ensuring that all gifts further our educational objectives, comply with applicable laws and regulations, and respect the intentions of our donors. By establishing clear guidelines, we aim to foster transparent and mutually beneficial relationships with our benefactors, ensuring that their contributions have a lasting and meaningful impact on our community.

This Gift Acceptance Policy was formally adopted by the Board of Trustees in 2025. 

Read the full policy.