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. Please use the resources and tools listed below, and feel free to contact us for further information or assistance on a confidential basis.

Here is some basic information about our organization:

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.

Tax ID Number 
95-1643307

Suggested Bequest Wording
To provide a start for you and your clients in establishing their bequest intentions, we have generated bequest language for donors.

Basic Information
Download Caltech’s Guide to Gift Planning (PDF).

Legacy Society Membership
If one of your clients arranges an estate gift for the benefit of Caltech, we would very much appreciate knowing about the gift so that we can express our gratitude, make sure we will be able to fulfill the donor’s wishes, and offer your client membership in our Torchbearers Legacy Society

We respect the fact that some donors prefer to remain anonymous. If you are willing to serve as an intermediary, a client of yours can share information about his or her plans without divulging his or her identity.

Online Calculator
Compare the benefits of different gift plans based on the specifics of your client’s situation using our online calculator.

Gift Planning Staff
Learn more about Caltech’s gift planning and gift administration professionals by visiting our contact us page.

General Assistance
We want to assist you in any way we can, whether you are looking for general information about charitable giving, considering particular options on behalf of a particular client, or needing our cooperation in the administration of a bequest or other type of planned gift. 

To discuss a potential—or even hypothetical—gift situation or to request a gift illustration, please contact us.

Thank you for the work you do on behalf of Caltech’s donors!