Giving and Tax Benefits

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Great tax benefits exist for those who give. Here are some of the gifts and associated benefits you should know about.

 

 

 

IRA Charitable Rollover

At the end of 2015 a package of tax changes were made permanent. One of those provisions may be of particular interest to supporters of Caltech.

Retained Life Estate

A retained life estate is a gift that allows you to donate real estate to Caltech and, receive an income tax deduction while retaining the right to live in it for the rest of your life. Caltech receives the property at the end of your lifetime.