Charitable Lead Trusts
(Is this gift for you?)
A non-grantor lead trust is for you if...
- You hold appreciating assets that you want to pass on to the next generation.
- You want to reduce your gift and estate taxes.
- Your planning objective is to preserve the value of your estate, not increase your income or reduce your income tax.
A grantor lead trust is for you if...
- You are in a period of high income tax liability.
- You hold assets that are generating surplus income.
- You need a charitable deduction, but don't want to give up long-term control of a valuable asset.
And both versions will let you
- Direct an immediate stream of income to the Symphony.
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
