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Charitable Remainder Annuity Trusts
(Gift illustration)

How it works

You transfer cash, securities or other appreciated property into a trust.

The trust makes fixed annual payments to you or to beneficiaries you name.

When the trust terminates, the remainder passes to the Zoological Society of San Diego.

Benefits

  • You receive an immediate income tax deduction for a portion of your contribution to the annuity trust.
  • You pay no upfront capital gains tax on any appreciated assets you donate.
  • You or your designated income beneficiaries receive stable, predictable income for life or a term of years.
  • You have the satisfaction of making a significant gift that benefits you now and the Zoological Society of San Diego later.

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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