Gift Planning

Related Links

·  Gift illustration
·  Complete gift description
· 

Is this gift for you?

·  Important reminders
·  Details on stock transfer
·  Stock transfer form
« Back

Gifts of Appreciated Securities
(Is this gift for you?)

A gift of appreciated securities is for you if ...

  • You're holding stocks, bonds, or mutual fund shares that have risen in value.
  • You want to maximize your deduction but not incur capital gains tax.
  • You want to make an outright gift to us, or a gift that will first return lifetime payments to you.

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

Disclaimer and Privacy Notice
Gift Planning content and Legacy Planner © VirtualGiving, Inc