WAYS YOU CAN DONATE
Contact Athena Castro, the Executive Director of the Caltech Y (athena@caltech.edu | 626-395-6163), with further questions.
giving options
planned giving & bequests
Planned giving is as easy as (1) making a charitable gift, and (2) saving on taxes. We’d like to make it even easier with this introduction to some of the best ways to give and save. Please contact Athena Castro, the Caltech Y Executive Director (athena@caltech.edu | 626-395-6163), 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 rather 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 above.
The income from the trust is first paid to 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, can be specified.
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 Resources Dept. or contact the Caltech Y Development Office at 626-395-6163 for more information on how you can get started. Your contributions go a long way in supporting our mission!
company matching
The idea of company matching is incredibly simple. For example, if 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 Resources 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.
Ralphs rewards
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 the phone number linked to your card when shopping at Ralphs to contribute to the Caltech Y!
Friend levels
Supporter
Friend
Partner
Patron
Benefactor
Wes Hershey
Visionary
$25 - $199
$200 - $499
$500 - $999
$1,000 - $2,499
$2,500 -$4,999
$5,000 - $9,999
$10,000 and up