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Gift of Retirement Assets

A gift of your retirement assets, such as your IRA, 401k, 403b, pension or other tax deferred plan, is an excellent way to make a contribution to the San Diego Zoo.

If you are like most people, you probably will not use all of your retirement assets during your lifetime. Make a gift and help further our mission.

Flowchart: Donor makes a gift of retirement assets to .

IRA ROLLOVER

You may be looking for a way to make a big difference to help save wildlife around the world. If you are 70 or older, an IRA charitable rollover is a way you can help continue our conservation work while taking advantage of tax benefits. Click here to learn more.

Leave your retirement assets to us

Did you know that 60%-65% of your retirement assets may be taxed if you leave them to your heirs at your death? Another option is to leave your heirs assets that receive a step up in basis (such as real estate and stock) and give the retirement assets to the San Diego Zoo. As a charity, we are not taxed upon receiving an IRA or other retirement plan assets.

How to transfer your retirement assets

Your retirement assets may be transferred to the San Diego Zoo by completing a beneficiary designation form provided by your plan custodian. If you designate the San Diego Zoo as beneficiary, we will receive the full value of your gift because your IRA assets will not be taxed at your death. Your estate will also benefit from an estate tax charitable deduction for the gift.

OFFICIAL ORGANIZATION INFORMATION

Typically, naming the Zoo as the beneficiary of your retirement assets is as simple as letting your account administrator know your wish to do so and providing our organization's official information. Official name, address, and tax ID are as follows:

Zoological Society of San Diego
tax ID # 95-1648219
PO Box 120551
San Diego, CA 92112

Should you choose to include us as a beneficiary, we would like to invite you to join our Heritage Guild, a legacy society honoring those whose estate plans include us. To learn more, please click here

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