Testamentary Life-Income Gifts
(Gift illustration)
How it works
You write a will or revocable trust directing a bequest to San Diego Symphony Foundation.
You provide that the bequest first create a life-income gift benefiting your heirs.
After their income interest terminates, the remaining balance in the gift passes to San Diego Symphony Foundation.
Benefits
- One estate asset can benefit both the Symphony and your heirs.
- Resulting charitable estate-tax deduction will lower the cost of providing for children and family.
- Provisions are revocable during your lifetime, increasing your planning flexibility.
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
