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Gifts of Business Interests

(Gift illustration)

How it works

You give shares in a closely held corporation or an investment partnership to the Zoological Society of San Diego.

The Zoological Society of San Diego receives income distributions, and may sell the shares to a third party.

Benefits

  • You receive gift credit and an immediate income tax deduction for the appraised value of the business interests, net of any other liabilities that may pertain to it.
  • You may be able to use a business interest to create a life-income arrangement, such as a flip unitrust.
  • You have the satisfaction of making a significant gift that benefits both you and the Zoological Society of San Diego during your lifetime.

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.

Zoological Society of San Diego
Office of Gift Planning
P.O. Box 120551
San Diego, CA 92112
(619) 744-3352 | Fax: (619) 744-3345
E-mail Us

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