Make a substantial gift to Caltech in the form of annual payments and pass assets to your family or other heirs at reduced tax cost.
The payment to Caltech is a percentage of the value of the trust each year.
A charitable lead unitrust may be right for you if:
- You have substantial assets not needed 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