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