How it works
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You transfer cash or securities to the Pooled Income Fund.
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The fund issues you units, like a mutual fund, and pays
you, or up to two income beneficiaries, the annual income attributable
to your units for life.
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The principal attributed to your units passes to The Nature Conservancy when the last income beneficiary dies.
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Benefits
- You receive gift credit and an immediate income tax deduction
for a portion of your gift to the fund.
- You pay no capital gains tax on any appreciated assets you donate.
- Income can exceed dividends you were receiving on the securities you donated.
- You have the satisfaction of making a gift that benefits you now and The Nature Conservancy later.
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Contact Us
For more information please request a personal
gift proposal or
contact us so that we can assist you through every step of the process:
Email: legacy@tnc.org
Phone: (703) 841-8788
Toll-free: (877) 812-3698
Fax: (703) 812-4863
The Nature Conservancy
Gift Planning
4245 North Fairfax Drive
Suite 100
Arlington, Virginia 22203-1606 |
