Gift Planning

Charitable Remainder Annuity Trusts
(Is this gift for you?)

A charitable remainder annuity trust is for you if ...

• You want to make a major gift to the Zoological Society of San Diego while retaining or increasing your income from the assets you contribute.

• You hold appreciated stocks or bonds and want to avoid the capital gains cost of a sale.

• You prefer the stability of a fixed income.

• You hold tax-free bonds and want to continue to draw tax-free income from your gift plan.

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

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