Tip of the Day
If you want maximum flexibility and maximum effectiveness
in your giving, consider a charitable remainder trust (a CRT) benefitting San Francisco Opera.
Charitable remainder trusts come in two versions:
- A unitrust pays you and/or other
beneficiaries income as a fixed percentage of value of the trust principal.
The unitrust is revalued annually, and income in excess of the percentage
payout is reinvested.
- Alternately, an annuity trust pays
you and your beneficiaries a fixed income.
or contact us at (415) 565-3206 for more information.