gift vehicles

Gift Planning

 

What Type of Gift is Right for You?

The method by which a gift is made will determine the benefit to both the donor and Caltech. The following pages explain in some detail the different options, and the Giving Chart provides a comparison of all available gift vehicles.

Outright Gifts

Gifts of Securities

Real Property

Life Insurance

Pooled Income Funds

Charitable Gift Annuities

Charitable Remainder Unitrusts

Charitable Lead Trusts

Bequests


Giving Chart

Income Tax Deduction

Income to Donor or Beneficiary

Taxation of Income

Benefits to Donor

Benefits to Us