Donor and Adviser Resources

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Donor and Adviser Resources
Some planned gifts are simple to make. Others are more complex. Whichever option suits your needs and interests, we aim to make it as simple as possible to create a legacy at Caltech. 

Click on the following links to see our Endowment Report and our Annual Report.

Below is some of the basic information you may need.

Legal Name

All charitable gifts should be directed to California Institute of Technology, the charitable, tax-exempt organization located in Pasadena, California, or its successor, Federal Tax Identification Number: 95-1643307.

Click here for suggested bequest wording or download a PDF.

Tax ID Number
95-1643307

Address
California Institute of Technology
Mail Code 5-32
Pasadena, California 91125

 

Compare Gifts

Your gift needs to fulfill your personal and family goals. These could range from maximizing tax benefits to yielding an annual financial return for you and your loved ones.

Sample Bequest Language

To help you prepare your will or trust, we have some ready-made text for you and your legal counsel to consider.

Stock Transfer Instructions

If you are interested in donating through a transfer of securities, we have the information you need.

Gift Calculator

It is important to consider the financial details of each giving option. We provide a set of tools to evaluate the dollars and cents behind your planned gift.

For Advisers

If you are advising a client who is considering a planned gift or bequest to Caltech, we welcome the opportunity to work with you to help your client.