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Charitable Gift Annuity

You hold a stock portfolio that has appreciated well but only pays you 2% income per year. You are now 70, and you are concerned that if you sell some of the stock to reinvest in bonds, capital gains taxes will cut heavily into the proceeds. You want to make a gift of $50,000 to The Nature Conservancy, but you need the income that your portfolio provides you.

You are looking for a gift plan that will continue this income and increase it, if possible.

Here's a summary of the income and tax benefits from this gift annuity: *

Donor (Age 70)

 

Amount contributed (stock)

$50,000

Cost basis

$20,000

Gift annuity rate

5.7%

Annual payments

$2,850

Tax-Free portion

$750

Charitable deduction

$20,170

*This example is based on a factor that changes monthly. Contact our office for a personal illustration based on the latest rates.

Calculate the benefits of a gift annuity.

Note: The Charitable Gift Annuity is not the only gift plan that pays you lifetime income. Compare its benefits with those of the annuity trust and the unitrust.


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.