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.
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.
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.