WELCOME TO PLANNED GIVING WITH SAN ANTONIO ZOO
A planned gift to San Antonio Zoo affords you the opportunity to meet multiple personal goals. Through a collaborative process with Zoo leadership and your advisors, you can be certain that your individually tailored gift will mutually benefit San Antonio Zoo and you! Careful consideration of the timing and type of your gifts can make it possible for you to achieve a number of financial and philanthropic objectives for San Antonio Zoo as well as for you and your family.
What assets can I give?
We can accept an array of assets including cash, appreciated securities, real estate, retirement plan assets, life insurance and tangible personal property.
How do I get started?
We recognize that this type of planning can be considerable. As such, we welcome our prospective donors to contact the Zoo Development office’s Planned Giving Officer to assist you in formulating a plan of action to execute your gift. Age, contribution amounts and the particulars of your assets are all aspects to consider when devising a plan. San Antonio Zoo Development department is here to assist you in learning about our capital plans, current and future planned developments, areas of need and our Master plan.
“I’m not ready to make a gift at this time and part with my assets, is there an option to give one in the future?”
There are a variety of different ways to include a gift to San Antonio Zoo in your estate plan, many of which do not require you to part with assets today. Contact our Planned Giving Officer to exploreyour giving options.
“I have read about the opportunity to pass on retirement assets as a gift, how does that process work and how do I designate the San Antonio Zoo as a beneficiary?”
Contact your retirement plan administrator for a change-of-beneficiary form. Name San Antonio Zoo as beneficiary, then sign, date and return the form to your provider. If they have the option, use their online option to make account changes. You can find our address, Federal Tax ID number and other relevant information below.
“Does San Antonio Zoo have someone I can visit with to discuss my giving options and future benefits?”
We recognize not everyone who wants to give is prepared to do so now. We are happy to walk you through the process and work with your planning team to help you find the best gift option. Our Planned Giving Officer can provide you with details on how to get started. Please do not hesitate to contact us at (210)734-7184 ext. 1045 or firstname.lastname@example.org for additional information.