Charitable Remainder Unitrusts
(Who should serve as trustee?)
A unitrust is a separate legal entity administered
by a trustee. San Diego Symphony Foundation can serve as trustee of
your unitrust, or you, or a financial advisor or institution can serve.
We currently administer a significant portfolio of charitable trusts,
and any fees are paid for by your trust. (We do ask a minimum gift
of $ to establish a unitrust 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 unitrust 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
