WELCOME TO PLANNED GIVING WITH THE SAN ANTONIO ZOO
Welcome to the Planned Giving page of San Antonio Zoo, where your legacy can leave a lasting impact on wildlife conservation, education, and animal care. By considering a planned gift, you’re not just contributing to our mission today—you’re ensuring the zoo’s success well into the future. Whether you’re ready to make a gift now or looking for options that align with your estate planning, our Planned Giving Officer is here to guide you through every step, helping you achieve both your philanthropic and financial goals.
FAQ
“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 the 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 explore your 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 the 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 the 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) 503-4598 or [email protected] for additional information
Naylor Society – A Legacy Society
Legacy gifts to the San Antonio Zoo can be a powerful testament to shared beliefs and provide essential support towards our impactful work in animal care, conservation, and education. To that end, a planned gift can make a difference locally well beyond your lifetime. Become a part of a burgeoning philanthropic society that epitomizes the concept of community!
Why make a Planned gift to the 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 the 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 the 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. The 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.
FOR PROSPECTS AND THEIR ADVISORS
PLANNED GIVING TOOLS
The following tools can offer donors immediate tax benefits, secure streams of income, and affectively meet donative intent:
Charitable Gift Annuity
Receive lifetime payments as well as tax savings while you support your zoo. Transfer cash or securities to the Zoo, and receive fixed annuity payments for life.
Charitable Remainder Trust
Give a gift of cash, securities, or real estate to fund a trust that provides you income and names the San Antonio Zoological Society as the remainder beneficiary.
Charitable Lead Trust
Give a gift of cash securities or real estate to fund a trust that will provide the San Antonio Zoological Society income and names a remainder beneficiary.
Life Insurance
Donate a policy that is no longer needed for family protection or establish a new policy with the Zoo as beneficiary and deduct the annual premiums.
Will bequests
Leave a lasting impact by naming the San Antonio Zoological Society in your will for a specific amount, a percentage of the total estate, or the residue of the estate. Please see below under Bequest language for the San Antonio Zoological Society Inc. for more information.
Transfer of:
Appreciated Securities
Donors may deduct the full, fair market value of appreciated assets given to the Zoo, with no recognition of capital gains. Donors can leverage a large donation and charitable deduction using an asset with a small cost basis.
Real Estate
Deed your residence to the Zoo now, enjoy an immediate income tax deduction, & continue to live at that residence for the rest of your life.
Tangible Personal Property
Please contact the Development office to discuss the specifics of a planned gift involving tangible personal property.
Retirement Plans
Designate the Zoo as beneficiary of a plan such as a 401(k) or IRA.
NEXT STEPS
Contact the Development Office’s Planned Giving Officer at (210) 503-4598 or [email protected] for additional information.
Seek the advice of your financial or legal advisor.
To include San Antonio Zoo in your plans, please use our legal name and federal tax ID:
Legal Name: San Antonio Zoological Society, Inc.
Address: 3903 N. St. Mary’s, San Antonio, TX 78212
Federal Tax ID Number: 74-1323695
Bequest language for the San Antonio Zoological Society Inc.
The San Antonio Zoological Society Inc. with a tax ID of 74-1323695 is a nonprofit 501(c)(3) corporation doing business as the San Antonio Zoo.
UNRESTRICTED GIFT
I give to the San Antonio Zoological Society Inc. with a tax ID of 74-1323695, a nonprofit 501(c)(3) corporation, located in San Antonio, TX, a specific cash bequest of $_______, for its general purposes.
GIFT FOR A SPECIFIC PURPOSE
I give to the San Antonio Zoological Society Inc. with a tax ID of 74-132369, a nonprofit 501(c)(3) corporation, located in San Antonio, TX, a specific cash bequest of $_______, to be used for [state purpose]. In the event the purposes of the restriction, in the opinion of the Board of Trustees of the San Antonio Zoological Society Inc., can no longer be served, the Board may devote any remaining assets exclusively for charitable purposes that: (a) are within the scope of the charitable purposes of the San Antonio Zoological Society Inc., and (b) most nearly approximate the original purpose of the gift.
ENDOWMENT FUND
I give to the San Antonio Zoological Society Inc. with a tax ID of 74-1323695 , a nonprofit 501(c)(3) corporation, located in San Antonio, TX, a specific cash bequest of $_______, to be used as a permanent endowment, the income only from which shall be used for its general purpose.
RESIDUARY BEQUEST
All the rest, residue, and remainder of my estate, both real and personal, I give to the San Antonio Zoological Society Inc. with a tax ID of 74-1323695, a nonprofit 501(c)(3) corporation, located in San Antonio, TX, for its general purposes.
CONTINGENT BEQUEST
If [name of beneficiary] does not survive me, then I give to the San Antonio Zoological Society Inc. with a tax ID of 74-1323695, a nonprofit 501(c)(3) corporation, located in San Antonio, TX, [description of property] to be used for its benefit.