Step 1: Explore

Welcome to Gift Planning
Heritage Guild
Meet Our Donors
Legacy Planner™
Professional Advisors

Step 2: Research

Ways to Give Wisely
Goals & Benefits
Gift Plans
Assets to Give

Gift Plans Appreciated Securities Bequest Business Interests Cash Gifts Charitable Bargain Sale Charitable Gift Annuity Charitable Lead Trust Charitable Annuity Trust Charitable Remainder Unitrust Deferred Gift Annuity Life Insurance Personal Property Partnership Interests Pooled Income Fund Real Estate Retained Life Estate Retirement Plan

Gift Calculator
All Gifts-at-a-Glance
Resources

Resources Frequent Questions Glossary Tip of the Day

Step 3: Connect

Personal Illustration
Newsletter
Contact Us
Events

Back to
the Zoological Societyof San Diego

Contact us

A gift can be planned to support your charitable interests while maximizing your personal objectives. A Gift Planning Officer would be glad to work with you and your advisor to determine the best option for you.

By phone at
(619) 744-3352
By our online form to request additional gift planning information
By mail at:
P.O. Box 120551
San Diego, CA 92112

To receive our gift planning newsletter, The Nest Egg, by mail, click here or contact us at:
(619) 744-3352.

Gift Planning

Related Links

·	Gift illustration
·	Complete gift description
·	Is this gift for you?
·	Gift example

Back

Charitable Remainder Annuity Trusts
(Gift illustration)

How it works

	You transfer cash, securities or other appreciated property into a trust.
	The trust makes fixed annual payments to you or to beneficiaries you name.
	When the trust terminates, the remainder passes to the Zoological Society of San Diego.

Benefits

You receive an immediate income tax deduction for a portion of your contribution to the annuity trust.
You pay no upfront capital gains tax on any appreciated assets you donate.
You or your designated income beneficiaries receive stable, predictable income for life or a term of years.
You have the satisfaction of making a significant gift that benefits you now and the Zoological Society of San Diego later.

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.

Click here to calculate the benefits of your proposed gift.

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