1245 7th Avenue
San Diego, CA 92101
Phone: 619.235.0804
Fax: 619.231.3848
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  Planned Giving
 

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Gift illustration

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Complete gift description

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Important reminders

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Details on stock transfer

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Stock transfer form

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Gifts of Appreciated Securities
(Gift illustration)

How it works

You transfer securities to San Diego Symphony Foundation.

The Symphony sells your securities and uses the proceeds for its programs.

Benefits

  • You receive gift credit and an immediate income tax deduction for the fair market value of the securities on the date of transfer, no matter what you originally paid for them.
  • You pay no capital gains tax on the securities you donate.
  • You can direct your gift to a specific fund or purpose.
  • You have the satisfaction of making a significant gift now or funding a life-income gift that benefits the Symphony later.

For more information

Email us, complete the personal illustration form, or call us at (619) 237-1964 so that we can assist you through every step of the process.




San Diego Symphony Foundation
1245 Seventh Ave
San Diego, CA 92101
(619) 237-1964




 
 
       
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