Giving and Generating Income

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Planned gifts can be an important part of your financial strategy. Along with making a profound impact on science and education at Caltech, these gifts often provide tax advantages, income streams, and other benefits for donors and their loved ones.   

You can provide generous support to Caltech through gifts that cost you less than the benefit they deliver. Contact us to learn more about these kinds of gifts, and explore some options below.

 

Traditional Charitable Gift Annuity

Charitable gift annuities present a classic win-win that many donors relish: you give, and the annuity gives back to you. You can choose a traditional charitable gift annuity that delivers benefits to you sooner, or a deferred charitable gift annuity that kicks in after a delay you specify.

Deferred Charitable Gift Annuity

A deferred gift annuity provides fixed payments to you for life in exchange for your gift of cash or securities. The payments start on a date you choose that is at least one year after you make the gift.

Charitable Remainder Annuity Trusts

A charitable remainder annuity trust can provide a dependable income for life while making a significant gift to Caltech.

Charitable Remainder Unitrusts

The charitable remainder trust constitutes a gift plan that provides financial benefits both to Caltech and to donors or their loved ones. If payments based on a percentage of the trust’s value fit your needs, then you may favor a charitable remainder unitrust. If you are interested in a fixed distribution, a charitable remainder annuity trust may be the vehicle for you to give.