The Nature Conservancy accepts gifts of life insurance either as the beneficiary of a policy or as the sole owner and sole beneficiary. Either way, we can use these gifts to help us protect and preserve natural places around the world.

Designating the Conservancy as a Beneficiary of an Insurance Policy

You can name the Conservancy as primary beneficiary of your life insurance policy or as contingent beneficiary should your other beneficiaries not survive you. After your lifetime, the benefits from your policy pass to us free of federal estate tax.

Benefits

• Personal Satisfaction - In completing your estate plan and providing for the people and charities that matter most to you.
• Easy to Give - Involves little effort or paperwork.
• Financial Advantage - Continued ownership of your policy.
• Freedom and Flexibility - You can change your mind and your beneficiaries at any time.
• Future Tax Savings - Removes the asset from your potential gross taxable estate.
• Leave a Legacy - Your gift will ensure our natural world will be protected for future generations.
• Changing your beneficiaries is easy. Simply contact your insurance carrier and request a beneficiary form.

How It Works
Years ago, Jason bought a life insurance policy to protect his family. His family no longer needs this protection and he decides to name the Conservancy as the beneficiary of the policy. After Jason's lifetime, the policy benefits will come to us to further our mission of saving critical lands and waters.

Making an Outright Gift of a Paid-up Insurance Policy

You can donate your paid-up life insurance policy to the Conservancy. If the policy has a cash value, we would have the option of either holding the policy until the maturity date or surrendering the policy in order to receive the policy's current cash value.

Benefits

• Income Tax Savings - Claim an income tax deduction.
• Future Tax Savings - Removes the asset from your potential gross taxable estate.
• Leave a Legacy - Your gift will ensure our natural world will be protected for future generations.

How It Works
Jane bought a life insurance policy years ago that she now wants to donate to the Conservancy. Since she gave the policy to us, Jane can claim an income tax charitable deduction. The total amount of the policy is removed from her estate, and we will use the gift to further our mission of saving critical lands and waters.