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
Gifts of Partnership Interests Gifts of transferable partnership interests — primarily in real estate or oil and gas ventures — can benefit both you and further our mission. Gifts are usually made to us outright, but in some cases may be used to fund a life-income gift, such as a charitable remainder unitrust. If you invested in a partnership to gain the tax losses generated in its early years, you may want to consider donating your interest once income starts flowing to the partners. You will receive a charitable deduction for your gift, based on the difference between your share of the fair market value of the partnership and your share of its liabilities. What steps do I need to take to contribute a partnership interest? Because of the technicalities involved, some precautionary steps must be taken. You should first determine if the partnership allows shares to be transferred. Because gifts of partnership interests involve the Zoological Society of San Diego in issues of marketability, taxation, liability, and the potential of later assessments by the partnership, the transfer must be reviewed and approved. Be sure to first consult with your attorney and accountant to ensure this is an advantageous gift for you. We can work with them to review the benefits and procedures of making a gift. 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.
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