Gift and Estate Planning at The Nature Conservancy


Cash	Outright gifts of cash to The Nature Conservancy are immediately available to our programs.	Simple to do Provides an income tax deduction Provides funds for conservation immediately
Stock	Transfer your securities to the Conservancy, and we use proceeds from the sale of the securities for our programs.	Simple to do Provides an income tax deduction May provide savings on capital gains tax Provides funds for conservation immediately
IRA Distribution	Through December 31, donors aged 70½ and older have the opportunity to direct distributions from their IRAs and ROTH IRAs to the Conservancy without incurring income tax liability on the withdrawal.	Avoids income tax on assets passing to the Conservancy Removes assets from your taxable estate Provides funds for conservation in the future Qualifies you for Legacy Club membership
Life-Income	Make a lasting gift, such as a charitable gift annuity, and in return, we agree to make fixed payments to you for life. After your lifetime, we apply the balance of the gift annuity to the program you designated.	Helps meet your charitable and financial goals May provide significant tax savings May provide fixed income for life—for yourself or up to two beneficiaries Flexible funding options—use cash, securities or real estate Choose to receive payments now or later
Bequest	Include a bequest provision in your will or revocable trust; The Nature Conservancy receives the gift after your lifetime, and applies it to the purpose(s) you specified.	Retain control of your assets during your lifetime Modify your bequest if circumstances change Provides an unlimited charitable estate tax deduction Qualifies you for Legacy Club membership

Learn about more ways to give to the Conservancy.

For more information on any of these gifts, or for a personal proposal, contact our Gift Planning Team at (877) 812-3698 or e-mail us and we can help you develop a plan that meets your charitable and financial goals.