How it works
|
You name The Nature Conservancy as the beneficiary of your IRA, 401(k) or other qualified plan.
|
|
After your lifetime, the residue of your plan passes to The Nature Conservancy tax-free. |
Benefits
- You can escape both income AND estate tax levied on the residue left in your retirement account by leaving it to The Nature Conservancy.
- Give the most-taxed asset in your estate to The Nature Conservancy, and leave more favorably taxed property to your heirs.
- You can continue to take withdrawals during your lifetime.
- You can change the beneficiary if your circumstances change.
|
|
Join The Nature Conservancy on
Facebook
Flickr
Twitter