Donors incur no capital gain on the transfer of appreciated long term securities to the fund.
Donors also receive a charitable deduction for a portion of their gift as calculated with Internal Revenue Service tables. If beneficiaries are under the age of 60, donors should consider participating in Caltech's Gift Annuity Program . Type of Contribution Only cash or readily marketable securities will be accepted for a Caltech Pooled Income Fund. No gifts of tax-exempt securities are permitted to these funds. Frequency of Payment Beneficiaries will be paid quarterly at the end of March, June, September and December.