Gifts of Retirement Assets
(Gift illustration)
How it works
You name San Diego Symphony Foundation as the beneficiary of your IRA, 401(k) or other qualified plan.
After your lifetime, the residue of your plan passes to the Symphony tax-free.
Benefits
- You can escape both income AND estate tax levied on the residue left in your retirement account by leaving it to the Symphony.
- Give the most-taxed asset in your estate to the Symphony, and leave more favorably taxed property to your heirs.
- You can continue to take withdrawals during your lifetime.
- You can change the beneficiary if your circumstances change.
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
