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    How to Give

    How to Give

    Giving to the San Diego Symphony Orchestra Association or to the San Diego Symphony Foundation can be done either directly or through a gift model that can provide tax benefits and even income. Click on a gift model below to learn more.

    • Bequest
      You designate the San Diego Symphony Orchestra Association or to the San Diego Symphony Foundation as the beneficiary of your asset by will, trust or beneficiary designation form.
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    • IRA Rollover
      Congress has enacted a permanent IRA charitable rollover. As a result you can make an IRA rollover gift this year and in future years.
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    • Beneficiary Designation Gifts
      You can designate us as a beneficiary of a retirement, investment or bank account or your life insurance policy.
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    • Charitable Remainder Unitrust
      You transfer your cash or appreciated property to fund a charitable remainder unitrust. The trust sells your property tax free and provides you with income for life or a term of years.
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    • Charitable Remainder Annuity Trust
      You transfer your cash or appreciated property to fund a charitable remainder annuity trust. The trust sells your property tax free and provides you with fixed income for life or a term of years.
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    • Charitable Lead Trust
      You fund a trust that makes gifts to us for a number of years. Your family receives the trust remainder at substantial tax savings.
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    • Sale and Unitrust
      You give a portion of your property to us to fund a charitable remainder trust, when the property sells you receive cash and income for life.
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    • Bargain Sale
      We purchase your property for less than fair market value. You receive cash and a charitable deduction for the difference between the market value and purchase price.
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    • Give It Twice Trust
      You provide your children with a stream of income while making a gift to the Symphony.
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    • Life Estate Reserved
      You give your property to our organization but retain the right to use the property during your life.
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