Tax-Smart Giving
EIN Tax ID #86-0174843
SUPPORT WILDLIFE WHILE MAXIMIZING YOUR IMPACT
Many supporters choose to give in ways that may provide financial or tax benefits while making a meaningful difference for wildlife and conservation. Gifts from retirement accounts, donor-advised funds, appreciated securities, and other assets can allow you to support the Phoenix Zoo while potentially reducing taxes and maximizing the impact of your generosity.
Below are several tax-smart ways you can help care for animals, advance conservation, and inspire future generations.
GIVING FROM YOUR IRA
If you are age 70½ or older, you may be able to make a Qualified Charitable Distribution (QCD) directly from your Individual Retirement Account (IRA).
A QCD allows you to transfer funds from your IRA directly to the Phoenix Zoo without counting the distribution as taxable income. For many donors, this can be a simple and efficient way to support the Zoo’s mission.
Benefits may include:
Potential reduction of taxable income
Ability to satisfy Required Minimum Distributions (RMDs)
Direct support for animal care and conservation programs
Your IRA administrator can help facilitate this type of gift.
DONOR-ADVISED FUNDS
A Donor-Advised Fund (DAF) allows you to recommend grants to charitable organizations from a fund you have already established with a sponsoring organization.
Many donors appreciate the simplicity of recommending a grant from their donor-advised fund to support the Phoenix Zoo’s animals, habitats and conservation programs.
Donor-advised funds can be a flexible way to support the Zoo while organizing your charitable giving in one place.
GIFTS OF STOCK AND APPRECIATED SECURITIES
Donating appreciated stocks, bonds, or mutual funds can often provide significant advantages compared to giving cash.
When you donate appreciated securities held for more than one year, you may be able to:
Avoid capital gains taxes on the appreciation
Receive a charitable deduction for the full market value of the asset
Make a larger impact for wildlife conservation
Many donors find this to be one of the most efficient ways to support the organizations they care about.
CHARITABLE GIFT ANNUITIES
A Charitable Gift Annuity allows you to support the Phoenix Zoo while receiving fixed payments for life.
In exchange for your gift, you may receive:
Guaranteed income payment
Potential tax benefits
The satisfaction of supporting wildlife and conservation
This option can be especially appealing for donors who wish to combine charitable giving with long-term financial planning.
GUARDIAN CONSERVATION SOCIETY
Supporters who make leadership gifts of $1,500 or more annually are welcomed into the Guardian Conservation Society, the Phoenix Zoo’s premiere philanthropic community supporting animal care, conservation and education programs.
Guardian Conservation Society members receive several exclusive benefits, including experiences with the experts behind animal care and conservation.
Learn More about Tax-smart giving
Understanding the different giving options available can help you make the most of your charitable support. Our complimentary guide provides a deeper look at giving strategies that may benefit both you and the animals you care about.
Tax-Smart Ways to Support Wildlife
Inside the guide, you’ll learn:
How Qualified Charitable Distributions from IRAs work
When donating stock may be more advantageous than cash
How donor-advised funds can simplify giving
How charitable gift annuities provide income and support conservation
Questions to discuss with your financial advisor
QUESTIONS ABOUT GIVING OPTIONS?
Every giving situation is unique. We would be happy to help you explore options that align with your philanthropic goals and financial plans.
You may also wish to consult with your financial advisor, attorney or tax professional when considering these types of gifts.
Supporter Stories
Many members of the Phoenix Zoo community have chosen thoughtful ways to support wildlife and conservation. Learn why others have included the Zoo in their charitable giving.
