Giving Through Your Estate
A charitable gift from your estate is a favored method of giving that enables you to achieve your financial goals and benefit Caltech in ways that may not be possible through lifetime gifts.
Giving through your estate plan generates a charitable estate tax deduction and substantial tax savings. You may direct all or a portion of your estate to Caltech.
This popular method of giving enables you to achieve your financial goals and benefit Caltech.
Below is language to help you and your attorney draft a bequest.
A beneficiary designation is one of the easiest ways to make a gift to Caltech. You can use retirement accounts, life insurance, or bank, credit union, or brokerage accounts.