Planned Giving
Choose the gift that creates your legacy with the Symphony.
One of the simplest ways to make a planned gift is to include the San Francisco Symphony in your will, living trust, or retirement plan. In this way, you retain full use of your assets during your lifetime while ensuring that your legacy lives on through the Symphony. The full value of your bequest is deductible for estate tax purposes without any limits on the deduction. By making a bequest from your retirement plan, you can often avoid both estate and income taxes.
Call (415) 503-5445 to explore how your planned gift can best reflect your personal and financial goals
Planned Giving Options
Choose the gift that creates your legacy with the Symphony. For more information on the option that is best for you, call (415) 503-5445.
Gift Type
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Funding
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Benefits
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Considerations
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| Bequest |
Cash, securities, real estate, retirement plan assets
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Reduce your taxable estate for the full value of your bequest. With retirement plan assets, avoid income taxes.
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No limit to the amount of deduction. Click here for more information about how to make a bequest to the Symphony.
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| Gift Annuity |
Cash, appreciated securities, mutual fund shares, real estate
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Receive fixed payments for life at favorable rates. May provide significant tax savings. ($10K minimum)
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Rate is fixed and based on age of donor at time of gift. A portion of annual payments are tax-free. Deduction amount varies according to date of gift.
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| Remainder Trust |
Cash, appreciated securities, mutual fund shares, tax-exempt bonds, real estate
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Diversify assets and provide fixed income for life for one or two beneficiaries. May provide significant tax savings.
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Payments can be variable based on fixed rate as applied to the value of the trust, which is revalued annually. Or, payments can be fixed based on initial valuation.
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| Retained Life Estate |
Residential property, vacation property, ranch or farm
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Retain right to lifetime tenancy and be eligible for significant tax savings.
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| Pooled Income Fund |
Cash, appreciated securities, mutual fund shares, real estate
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Receive variable income for life. May provide significant tax savings. Eliminate capital gains tax. ($5K minimum)
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Income amount varies and is based on investment performance.
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| Lead Trust |
Cash, appreciated securities, income-producing business interests
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Provides immediate income to the Symphony for a period of years, then assets may be transferred to family members for value determined at time of original gift.
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A tax-effective way to transfer wealth to the next generation.
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