Long-term appreciated stock is one of the most popular assets used in making charitable gifts. With careful planning, you can reduce your capital gains tax while supporting Caltech.
A gift of real estate allows you to preserve your cash assets, receive tax and income advantages, and make a significant charitable gift to Caltech.
A gift of your retirement assets, such as a employee retirement plan, IRA, or tax-sheltered annuity, is an excellent way to create a legacy. A gift of these assets can shield your heirs from taxes while funding Caltech's future.
The easiest way to make a gift is to write a check or authorize a charge on your credit card. You will receive a charitable tax deduction and Caltech will immediately be able to use your generous gift.
Life insurance is a valuable asset for making a charitable gift. It can be made without diminishing other investments or assets earmarked for family members.