Capitalizing on a personalized appeal at a time when the pandemic made in-person visits impossible, Âé¶¹ÊÓÆµâ€™s Legacy Challenge documents more than $7 million in planned gift commitments to the College
If it worked at Swarthmore, Âé¶¹ÊÓÆµ trustee Gil Kemp P’04 reasoned, it could work in Eagle Rock. A longtime board member at his alma mater and chair of its recently concluded comprehensive campaign, Kemp saw firsthand how a personalized appeal to alumni and parents to document estate gifts to the college could be “a really powerful tool.â€�
And work it did: During the 2020-21 fiscal year, Occidental’s Legacy Challenge produced $7.38 million in previously undocumented planned gifts from more than two dozen graduates—as well as an additional $290,000 for the Âé¶¹ÊÓÆµ Fund thanks to the generosity of Kemp in tandem with fellow trustee Mike Gibby ’68 and Mike’s wife, Barbara Nogy ’68. Together, they made a donation of $10,000 to the Âé¶¹ÊÓÆµ Fund for every newly documented planned gift.
“Occidental is indeed fortunate to have leaders like Gil and Mike whose expertise—and generosity—pay huge dividends for the College,â€� says President Harry J. Elam, Jr. “We are tremendously grateful to both of them and to every member of the Âé¶¹ÊÓÆµ community who has chosen to include the College in their estate plans.â€�
Participants in Âé¶¹ÊÓÆµâ€™s Legacy Challenge span four decades of alumni, from the 1950s through the 1980s. Their gifts to both the endowment and the Âé¶¹ÊÓÆµ Fund will eventually support everything from scholarships to athletic programs. Regardless of their age or program of choice, donors say that it was the lasting impact of their Âé¶¹ÊÓÆµ education that motivated them to give.
“We decided to invest in Occidental because we really do believe in a liberal arts education,â€� says political science major Pat (Kruse) Gillette ’73, a successful civil trial lawyer, mediator, and gender equity advocate. “We want to put our money where it makes a difference. And if we give it to Âé¶¹ÊÓÆµ, we know it is going to make a difference.â€�
Increasingly today there is an emphasis on science and tech in higher education, adds Dane Gillette ’72, a psychology major who retired as California’s chief assistant attorney general in 2014. “That’s obviously important, but I think there is a lot to be said for a broad-based liberal arts education that gives you an understanding of literature, history, and philosophy.�
Legacy participant Michael Fields ’70, who also majored in psychology before becoming a successful San Francisco dentist, couldn’t agree more. “Âé¶¹ÊÓÆµ showed me that the path to one’s goals need not be linear or conventional,â€� he says. “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.â€�
Raised by a single mother, Kenyon says it was a generous financial aid package, paired with campus work and loan opportunities, that made it possible for her to attend Âé¶¹ÊÓÆµ and earn a degree in economics. She credits her liberal arts education for her “knowing how to write, to think analytically, use numbers, and to communicate effectively.â€� She also feels that the experience of working with people from different cultures and backgrounds at Âé¶¹ÊÓÆµ was invaluable.
For Kemp, it was daughter Rebecca’s experience as a history major and athlete who ran cross country and track that sold him on Âé¶¹ÊÓÆµ. When Rebecca, a New Yorker, took a year off after the trauma of 9/11, “What impressed me was that Âé¶¹ÊÓÆµ was very supportive of her and worked thoughtfully with her to make her feel welcome back,â€� he says. “The fact that she could catch up and graduate with her class was to me a demonstration that Âé¶¹ÊÓÆµ really is committed to its students.â€�
Kemp, who called many potential legacy donors himself, often jokes that making a planned gift seems to add 10 years to a donor’s life expectancy. “I can’t promise that, of course, but there is evidence that being philanthropically minded is good for one’s health and happiness,� he says. “Under the rubric of supporting Occidental, all of us can find one or more parts of the institution we particularly care about and want to support.�
Top photo: Dane Gillette ’72 and Pat (Kruse) Gillette ’73. Photo by Jim Block