Testamentary Life-Income Gifts
How it works
You write a will or revocable trust directing a bequest to Caltech.
You provide that the bequest first create a life-income gift benefiting your heirs.
After their income interest terminates, the remaining balance in the gift passes to Caltech.
- One estate asset can benefit both Caltech and your heirs.
- The resulting charitable estate-tax deduction will lower the cost of providing for children and family.
- Provisions are revocable during your lifetime, increasing your planning flexibility.
For more information
Email us, complete the personal illustration form, or call us at 626-395-2927 so that we can assist you through every step of the process.