Charitable Remainder Annuity Trust
(Who should serve as trustee?)
An annuity trust is a separate legal entity administered
by a trustee. The Symphony can serve as trustee of
your annuity trust, or you, a financial advisor or institution can
serve. We currently administer a significant portfolio of charitable
trusts, and any fees are paid by the trust. (We do ask a minimum gift
of $ to establish an annuity trust for which
we will serve as trustee.) Alternately, you may wish to follow your
or your advisors’ investment strategies. Whichever option you
choose, we can share sample trust forms and discuss the details of
establishing the annuity trust with you and your advisors.
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
