Gift Planning

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Charitable Remainder Trusts
(Additional Planning Tips)

Education Trust:
Create a trust for a term of years, using the income to fund a loved one's education. At the end of the term, the remainder passes to the Zoological Society of San Diego to use where you have designated.

Special Needs Trust:
It is now possible for a charitable unitrust to pay its income to a separate vehicle set aside to meet the needs of a loved with a qualified disability.

Parents' Trust:
If you're providing annual income to parents, consider establishing a trust that pays income to them; you receive a charitable deduction at the time of funding and the satisfaction of helping both the Zoological Society of San Diego and your family.

For more information

Email us, complete the personal illustration form, or call us at (619) 744-3352 so that we can assist you through every step of the process.