WAYS YOU CAN DONATE
Planned giving is as easy as
(1) making a charitable gift, and
(2) saving taxes. We’d like to make it even easier with some of the best ways to give and save.
Call Agnes Tong at the Caltech Y Development Office on
(626) 395 6163 or your financial advisor with further questions.
Other easy giving options include donating your Ralphs Rewards to use every time you shop.
You can also support the Clatech Y while you do your day-to-day or holiday shopping by designated the Caltech Y through AmazonSmile.
united way matching
Consider making the Caltech Y your affiliate choice during a United Way pledge drive at your workplace. If you are a Caltech employee, you may make a contribution to the annual campaign during late October and early November. The best part is that your donation will be matched 100% by the Institute. Your donation can be as simple as a monthly deduction from your paycheck.
Please visit the Caltech Human Resource Dept. for more information on how you can get started. Or call the Caltech Y Development Office at (626) 395-6163. Your contributions go a long way in supporting our mission!
The idea of a Matching Program is incredibly simple. For example, you give $100 to the Caltech Y as your annual contribution and your employer matches it. The end result is $200 to the Caltech Y. You have basically doubled your gift with very little work on your part. If you are interested, ask the Human Resource department at your workplace how you might add the Caltech Y to the current list of non-profit affiliates for matched giving. Call the Y development office for our tax ID number and help to get this program underway at your workplace.
If you have a Ralphs Rewards card, you can support us while you shop at Ralphs! Once you register and signed in at www.ralphs.com, click on “Ralphs Community Contribution Program” at the bottom of the page and select “Caltech Y” or use our Organization Number “TG312” to designate us as your preferred charitable organization. Then swipe your registered Ralphs Rewards card or use your phone number related to your card when shopping at Ralphs to contribute to the Caltech Y!
You can support the Caltech Y while you do your day-to-day or holiday shopping. In order to participate, please be sure to sign in your Amazon account at https://smile.amazon.com. Amazon will donate 0.5% of all purchases to the charity of your choice. By designating the Caltech Y as your chosen charitable organization, all of your purchases will count towards a contribution to the Caltech Y and help support our student programs!
planned giving & bequests
Planned giving is as easy as (1) making a charitable gift, and (2) saving taxes. We’d like to make it even easier with this introduction on some of the best ways to give- and save. Follow the links on the sidebar for specific information on each topic. Please consult the Caltech Y Development Office or your financial advisor with further questions.
Gifts of Cash: Gifts of cash are fully deductible- up to a maximum of 50% of the donor’s gross adjusted income.
Charitable IRA Rollover: The Emergency Economic Stabilization Act renews a temporary provision that allows donors age 70½ or older to make a direct, tax-free rollover of up to $100,000 from a traditional or Roth IRA to a qualified charitable organization such as Caltech Y; please check current IRS guidelines.
Gifts of Stock: If a donor owns stock, it is more often tax-wise to contribute stock than cash.
Gifts of Life Insurance: A gift of life insurance can provide a significant charitable deduction.
Gifts of Real Estate: Gifts of real estate can also be tax-wise.
Life Income Gifts: If donors own stock that is yielding low dividends (2-3%), a life-income gift may be appropriate.
Charitable Lead Trusts: Charitable lead trusts are the reverse of the life-income gifts described previously. The income from the trust is first paid the Caltech Y as the charity’s interest leads the way (thus the name of the trust).
Bequests: The Caltech Y can be named as a beneficiary in donors’ wills in any number of simple ways. An outright gift, either a designated dollar amount or percentage of an estate, could be specified.