Charitable Gift Annuities
(Gift illustration)
How it works
You transfer cash or securities to the Symphony.
The Symphony pays you, or up to two annuitants you name, a lifetime annuity.
The principal passes to the Symphony when the contract ends.
Benefits
- You receive an immediate income tax deduction for a portion of your gift.
- Your lifetime annuity is backed by a reserve and the full assets of the Symphony.
- Your annuity payments are treated as part ordinary income, part capital gains income (15%), and part tax-free income.
- You have the satisfaction of making a significant gift that benefits you now and 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
