How it works

	You transfer cash, securities or other appreciated property such as real estate into a trust.
	Each year, the trust pays a percentage of its value to you or to beneficiaries you name. The trust value is re-computed annually, so payments change from year to year.
	When the trust terminates, the remainder passes to The Nature Conservancy.

Benefits

• You receive an immediate income tax deduction for a portion of your contribution to the unitrust.
• The trust pays no capital gains tax when it sells the assets you have contributed to the trust.
• You or your designated beneficiaries receive income for life or a term of years.
• You can make additional gifts to the trust as your circumstances allow and qualify for additional tax deductions and increased trust payments.
• You have the satisfaction of making a significant gift that benefits you now and The Nature Conservancy later.

Income For Retirement.
A Legacy For Nature.

With the help of our gift planners and input from her advisors, Jo Baker chose to fund two different life-income gifts using some stock she owned. In doing so she saved on taxes, receives a steady income and is helping preserve the natural world for future generations.