Whatever you give, we can ensure that your gift not only fulfills your personal financial goals, but also creates a lasting legacy that supports Caltech in the ways you have intended. Learn which assets are most commonly used to fund a gift.

With thoughtful planning, we all have the power to make a difference. 


Stocks, Bonds, and Mutual Funds

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.

Real Estate

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.

Retirement Plan Assets

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

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.