Some planned gifts are simple to make. Others are more complex. Whichever option suits your needs and interests, we aim to make it as simple as possible to create a legacy at Caltech. Below is some of the basic information you may need, including our Bequest Notification Form.

Legal Name

All charitable gifts should be directed to California Institute of Technology, the charitable, tax-exempt organization located in Pasadena, California, or its successor, Federal Tax Identification Number: 95-1643307.

Click here for suggested bequest wording.

Tax ID Number: 95-1643307

Address:
California Institute of Technology
Mail Code 5-32
Pasadena, California 91125

Compare Gifts

Compare Gifts

Your gift needs to fulfill your personal and family goals. These could range from maximizing tax benefits to yielding an annual financial return for you and your loved ones.
Sample Bequest Language

Sample Bequest Language

To help you prepare your will or trust, we have some ready-made text for you and your legal counsel to consider.
Stock Transfer Instructions

Stock Transfer Instructions

If you are interested in donating through a transfer of securities, we have the information you need.

For Advisors

If you are advising a client who is considering a planned gift or bequest to Caltech, we welcome the opportunity to work with you to help your client.