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Forms and Instructions

See Gift Policies (updated October 2021).

Download the Gift-in-Kind Acceptance Form.

Please email the PDF of the completed form to giftprocessing@caltech.edu, or you may drop the form off in the lockbox located on the third floor of Caltech Hall. If you have difficulty accessing entry into the building, please contact Chris Meneses x6317.

Download the Gift Information Form.

You may drop the form off, together with any live checks, in the lockbox on the third floor of Caltech Hall. If you have difficulty accessing entry into the building, please contact Chris Meneses x6317. Alternately, you may email a PDF of the completed form to giftprocessing@caltech.edu.

Note: Please do not include any credit card information on the form. Instead, contact Gifts and Records and ask to provide that information over the phone.

For more information regarding gifts of stock, please see the Gifts of Stock page.

FAQs

There are many ways to make a gift of cash or another personal asset. Visit Make an Outright Gift to learn more.

Please have the donor email our Gifts and Records Team and a member from the team will be glad to assist.

Drop the check off in the lockbox in the third-floor copy room of Caltech Hall. Please include a completed Gift Information Form.

What if I receive a check during winter break?

Checks are processed throughout winter break, except on Christmas Day and New Year's Day. Drop the check off in the lockbox in the third-floor copy room of Caltech Hall. Please include a completed Gift Information Form.

What if I receive a check at a time when we have stay-at-home orders?

Mail the check, together with a completed Gift Information Form to the following address:

California Institute of Technology
Attn: Gifts and Records
1200 E. California Blvd.
MC 5-32
Pasadena, CA 91125

Alternately, you can send the check via inter-office mail, together with the completed Gift Information Form to MC 5-32.

Please contact a member of Gifts and Records team if you have any additional questions.

All gift agreements should be coordinated with AAR. Notify the development officer assigned to the respective division to arrange for an agreement to be drafted. Because gift agreement language is reviewed by the Office of General Counsel, and may change from time to time, no gift agreement should be developed without AAR involvement.

How do I process a gift to the right PTA?

If a gift has been processed to the wrong PTA, email the Gifts and Records team to provide the correct PTA. For internal PTA transfers, contact your division's fund accountant in the Controller's Office.

How long will a gift take to show up in my PTA?

Gift funds are budgeted to their respective PTAs the morning after they are recorded and posted in Advance. For PTAs that have not yet been established, funds may be held temporarily in the AAR holding account until the PTA is finalized.

How do I find out what gifts have been budgeted to PTAs that I manage?

Division chairs and administrators receive monthly reports. Cognos also will provide up-to-date budgets for your PTAs.

Other questions regarding your PTA?

Contact the Gifts and Records team if you have additional questions about your PTA.