Why Did I Create a Trust?
"A charitable remainder trust is an excellent way to support the San Francisco Symphony in its many programs and activities for many generations to come. A trust can provide dependable payments for life with growth potential, as well as significant tax savings. This works particularly well for those with highly appreciated stock, homes or property."
-Stephen White, Symphony patron and supporter
The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results. Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.