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Is This Gift Right for You?
A pooled income fund works for the Zoological Society of San Diego supporters who would like to make a significant gift to us and receive income in return.
Our pooled income fund is managed by investment specialists known for their experience, competence and integrity. We closely monitor its performance.
Profile of a Giver
- You want to support the Zoological Society of San Diego over the long term.
- You would like to receive income for life for yourself and possibly someone else you choose.
- You are able to part with cash, stocks or possibly other assets today while maintaining, and possibly increasing, income received from these assets.
- You desire immediate income tax relief.
- You like knowing that you can easily add to the fund later, if you want to give more to support our work.
Contact the Office of Planned Giving at (619) 744-3352 or donations@sandiegozoo.org with any questions about contributing to the the Zoological Society of San Diego pooled income fund. We're happy to help, without obligation.
Your Next Steps
Getting Started | Is This Gift Right for You? | Case Study | How to Complete Your Gift | Action Items
Getting Started | Is This Gift Right for You? | Case Study | How to Complete Your Gift | Action Items
Copyright © The Stelter Company, All rights reserved.
The information on this website is not intended as legal or tax advice. For legal or tax advice, please consult an attorney. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes apply to federal taxes only. State income/estate taxes or state law may impact your results.
