Charitable Remainder Unitrusts
(Is this gift for you?)
A charitable remainder unitrust is for you if
...
- You want to make a major gift
to San Diego Symphony Foundation while retaining or increasing
your income from the assets you contribute.
- You hold appreciated assets --
securities, a business, or investment real estate -- and want
to avoid the capital gains cost of a sale.
- You want the income from your
gift to be able to grow over time.
- You desire maximum flexibility
in the operation of your gift:
- You want income paid to your beneficiary for
a term of years instead of their lifetime.
- You want income to go to more than one beneficiary.
- You want the option of choosing the trustees
of your gift plan.
- You want to donate an appreciating but temporarily
illiquid asset 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
