Benefits of Giving

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In addition to supporting the mission of Caltech, a planned gift can provide you with substantial tax advantages, especially on gifts of stocks and real estate. The total income, estate, and capital gains tax savings and the probate expense savings can come close to the amount transferred. A planned gift today can save you headaches tomorrow. The benefits include:

  • Income tax deductions
  • Reduced capital gains taxes
  • Reduced estate tax
  • Income for life

You and your advisor can craft a gift that fits your needs, as well as the needs of Caltech, simply by taking advantage of incentives the IRS provides. A planned gift makes it possible for you, your loved ones, and Caltech to benefit.

We want to be sure that we can fulfill your wishes. If you have any questions, please contact:

Oliver Mueller
(626) 395-1758
omueller@caltech.edu
Senior Gift Planning Officer
Caltech