Bequest Notification Form | Planned Giving at Caltech

I am pleased to inform the California Institute of Technology that I have included the Institute as a beneficiary in my estate plan. This bequest is revocable and non-binding.

Please note: All highlighted and starred (*) fields are required.

First name*

Last name*

Date of Birth* (DD/MM/YYYY)

Phone number

Address

Address 2

City/Town

State/Province

ZIP/Postal Code

Preferred Email*

Confirm*

Spousal/Partner Name (optional)

First

Last

Date of Birth (DD/MM/YYYY)

Estimated value of bequest* (please provide dollar amount)

I have included Caltech in my estate plan via*

Will/Trust

Retirement Account/IRA

Life Insurance Policy

Charitable Remainder Trust

Other (please specify)

Attach File

Please attach the relevant section of your will, trust, or beneficiary designation form that references the California Institute of Technology.

One file only.
32 MB limit.
Allowed types: gif, jpg, png, pdf, doc, docx, zip.

Torchbearers Legacy Society

Caltech extends membership in the Torchbearers Legacy Society to individuals who have provided for the Institute in their estate plans or other planned-giving vehicles. We publicly recognize Torchbearers who have given permission to list their names and honor all requests for anonymity. May we include you?

I/We would like my/our name(s) included as a member(s) of the Torchbearers Legacy Society.

I/We would like to be member(s) of the Torchbearers Legacy Society but prefer to remain anonymous.