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Senior Gift Planning Officer | Caltech

The purpose of Advancement and Alumni Relations (AAR) is to foster a thriving and engaged community of support for Caltech. Through philanthropy, we ensure the Institute receives the necessary resources to achieve Caltech’s aspirations and sustain its excellence in teaching, research, and scholarship in perpetuity.

The Office of Gift Planning (OGP) represents one of the largest planned giving programs in the country with over $120M in assets under management. Caltech frequently works with complex gift assets, vehicles, and strategies, and we manage approximately 140 life income gifts (charitable trusts and charitable gift annuities) resulting in approximately 160 donor/beneficiary relationships.

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