Gift Planning

Gifts Through Your Estate

Bequest
Give to the Zoological Society of San Diego without affecting your cashflow during your lifetime.

Retirement Assets
The balance of your retirement plan may be worth more when donated to the Zoological Society of San Diego than to your heirs.

Life Insurance
Use an unneeded policy to make a donation.

Gifts that Produce Income

Charitable Gift Annuity - Immediate
Receive a fixed payout and significant tax benefits.

Charitable Gift Annuity - Deferred
Recommended for younger donors to build retirement earnings for the future.

Charitable Remainder Trust
Make a significant gift and receive an income.

Pooled Income Fund
Give cash or securities, receive an income tax deduction, avoid capital gains tax on the transfer and secure lifetime income.

Real Estate Gifts
Make a substantial gift of real estate to the Zoological Society of San Diego and receive a variety of benefits.

Charitable Bargain Sale
This part-gift/part-sale gives you a charitable deduction plus cash to use elsewhere.

Charitable Remainder Trust
Make a gift of real estate and receive an income.

Life Estate Gift Annuity
Donate a residence and receive an income while retaining the right to live there for life.

Retained Life Estate
Receive a large deduction by donating a residence while retaining the right to live there for life.

Special Situations

Charitable Lead Trust
Discover an innovative way to pass appreciating assets on to family members while benefitting charity in the interim.

Memorial Gifts
Establish long-term recognition for your loved one with a memorial tribute.


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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