Lifetime Gifts of Insurance
(Gift illustration)
How it works
You transfer ownership of a paid-up life insurance policy to San Diego Symphony Foundation.
The Symphony cashes the policy now, or maintains it and receives the death benefit later.
Benefits
- You receive gift credit and an immediate income tax deduction for the cash surrender value of the policy.
- In some cases, you can use the cash value in your policy to fund a life-income gift, such as a deferred gift annuity.
- You gain the satisfaction of making a significant gift to the Symphony without adversely affecting your cash flow.
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
