Gift Planning

"Loan" an asset, then take it back.
It's called a charitable lead trust.
  • You place assets in trust for a number of years.
    You select the time frame.
  • During that period, we receive income from the
    trust. You select the payout percentage. You
    receive an income tax deduction.
  • At the end of the trust, control of the assets reverts back to you.

This arrangement may be right for you if:

  • You have a large amount of income in one year, or
  • You are in a high income tax bracket and can afford
    to give up control of an asset temporarily.

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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