Gift Planning

Charitable Remainder Trusts
(Gift illustration)

How it works

	You transfer cash, securities or other appreciated property into a trust.
	The trust pays an income 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 a charitable remainder trust.
• You pay no upfront capital gains tax on appreciated assets you donate.
• You may select to receive income for life or for a set number of years.
• You may select who benefits from a charitable remainder trust.
• 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.