You can extend your support for Caltech and achieve financial and estate goals through gift planning. Browse these pages to explore options and see what other benefactors have chosen to do for Caltech and for themselves and their loved ones.

"It's not just the wealthiest that make planned gifts to Caltech" says supporter Steve Frautschi (see story). Charitable-giving incentives put vital support for Caltech and its world-changing research within reach for many people, but few know all of the options available to them.

Many people have been surprised at how gift planning can generate even greater support for programs they care about than they originally thought. Planned gifts to Caltech have endowed scholarships and professorships, built labs, and helped sustain research and education.

Please feel welcome to call or e-mail to talk about a gift or just gather information. You can call 626-395-2927 or contact gift-planning staff directly (here's the team).

Your Goals

If you'd like to:

  • Manage your finances and utilize assets to provide income and tax benefits for yourself and your loved ones
  • Support research in areas you care about, such as biomedicine, environment, energy, and basic sciences
  • Create a legacy by sustaining Caltech, a world-class, private research and education institute

Please explore this site or call the Office of Gift Planning.

Caltech content © 2014

Caltech Supporter Spotlight
Laurence Trafton

One simple strategy is to name a charity or nonprofit organization the beneficiary of your qualified retirement plan. When directly transferred to heirs, retirement accounts are subject to both estate and income taxes. more

Upcoming Event

Managing the Endowment in Uncertain Times

Torchbearer members are invited to attend a luncheon and presentation on Thursday, March 12, 2009. Caltech's Chief Investment Officer, Sandra Ell, will be the guest speaker with remarks by President Jean-Lou Chameau.

For more information, please call 626-395- 2927 or email us.

Time is running out!

If you are age 70 1/2 or older, you can make a direct tax-free gift from your IRA. This tax law expires on December 31, 2009.

Click here for more information

Celebrate Curiosity's First Birthday

Follow Your Curiosity

The Caltech community recently celebrated the one-year anniversary of the landing of Curiosity Rover on Mars. Click here to learn more.

Would you like to include
Caltech in your will?

Review our sample bequest language for specific wording.

Have you already included
Caltech in your estate plan?

Please let us know by completing the bequest form.