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Retirement
Gift Diagram

How it works

#1

You name The Nature Conservancy as the beneficiary of your IRA, 401(k) or other qualified plan.

#2

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.

Related Links

• Gift illustration
Complete gift description
Is this gift for you?
Gift example
The Legacy Club

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Contact Us

Need more information about gift planning with The Nature Conservancy?

E-mail: legacy@tnc.org
Toll-free: (877) 812-3698
Fax: (703) 812-4863

Thinking of including us in your estate plans? View sample language for your will.

Is the Conservancy in your estate plans? Let us know.