Gift Planning

Gifts of Retirement Assets
(Gift illustration)

How it works

	You name the Zoological Society of San Diego as the beneficiary of your IRA, 401(k) or other qualified plan.
	After your lifetime, the residue of your plan passes to the Zoological Society of San Diego tax-free.

Benefits

• You can escape both income AND estate tax levied on the residue left in your retirement account by leaving it to the Zoological Society of San Diego.
• Give the most-taxed asset in your estate to the Zoological Society of San Diego, and leave more favorably taxed property to your heirs.
• You can continue to take withdrawals during your lifetime.
• You can change the beneficiary if your circumstances change.

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.