Gift Planning

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Charitable Gift Annuities
(Gift illustration)

How it works

You transfer cash or securities to the Zoological Society of San Diego.

The Zoological Society of San Diego pays you, or up to two annuitants you name, a lifetime annuity.

The principal passes to the Zoological Society of San Diego when the contract ends.

Benefits

  • You receive an immediate income tax deduction for a portion of your gift.
  • Your lifetime annuity is backed by a reserve and the full assets of the Zoological Society of San Diego.
  • Your annuity payments are treated as part ordinary income, part capital gains income (15%), and part tax-free income.
  • You have the satisfaction of making a significant gift that benefits you now and the Zoological Society of San Diego later.

Click here for more details on this program.

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.