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
Charitable Remainder Trusts You are considering a gift to the Zoological Society of San Diego of $250,000, but you are concerned about the capital gains consequences of liquidating assets, and reducing your and your spouse's cash flow. You and your spouse, ages 70 and 68, own a small commercial building that has doubled in value and consequently generated several offers to purchase. You decide to place the building into a net-income unitrust that will pay 5% of the trust's value for your lifetime (initially from the rental income from the building, then a percentage of the proceeds of its sale) to the two of you. The remainder of the unitrust will go to the Zoological Society of San Diego . What are your benefits?
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.
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