Make a substantial gift to Caltech in the form of fixed annual payments and pass assets to your family or other heirs at reduced tax cost.
A charitable lead annuity trust may be right for you if:
- You have substantial assets that you do not need for your own financial security
- You would like to provide for your family or other heirs
- You would like to save gift taxes, estate taxes, and probate costs
- You want your gift to make a difference at Caltech starting immediately