Gift and Estate Planning :: Personal Property Gift Donate Appreciated Securities Charitable Deduction

The Nature Conservancy - Environmental Conservation Organizations, Land Conservation Trust

About Us: The mission of The Nature Conservancy is to preserve the plants, animals and natural communities that represent the diversity of life on Earth by protecting the lands and waters they need to survive.


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Ways of Giving

Gift Options Comparison Chart

Outright Gift (learn more)
What is it?	Cash Appreciated Securities Personal Property Appreciated Real Estate Life Insurance
Is it for me?	Anyone seeking to make a gift and qualify for tax savings
What are the benefits for me?	Income tax charitable deduction Possible avoidance of capital gain taxes Significant contribution to help our natural lands and waters
What are the benefits for conservation?	Allows us to immediately use funds to further our conservation efforts
How can I fund it?	See "What is it?"

Revocable Gifts
Wills, Revocable Trusts, Retirement Plans, Insurance Policies, Financial Accounts
What is it?	Gifts made through your will, revocable trust, retirement plan, insurance policy and bank, brokerage and other accounts that can be changed
Is it for me?	It is for those who need assets during their lifetime but want to make a significant gift
What are the benefits for me?	Flexible-you can change mind about the gift Possible estate tax deduction Leave a lasting legacy by helping to protect precious landscapes Legacy Club membership
What are the benefits for conservation?	Allows us to plan for future conservation initiatives
How can I fund it?	Cash Securities Real Estate Personal Property Name us as beneficiary of retirement plans, insurance policies, and bank, brokerage and other accounts

Irrevocable Gifts
Charitable Gift Annuity
What is it?	You make a gift to the Conservancy and receive fixed income for life
Is it for me?	Must be 50 or older Best for people 70 or over who want fixed income payments
What are the benefits for me?	Guaranteed fixed income for life Income tax charitable deduction No capital gain tax on transfer of assets Help protect the Last Great Places Legacy Club membership
What are the benefits for conservation?	Allows us to preserve your legacy by protecting natural areas in the future
How can I fund it?	Cash-$5,000 minimum Securities-$5,000 minimum

Deferred Gift Annuity
What is it?	You make a gift and defer your fixed income payments until a future date
Is it for me?	Must be 30 years old to create and 50 or over to receive payments Best for those looking to meet future financial objectives
What are the benefits for me?	Guaranteed fixed income for life Defer payments until you need them Income tax charitable deduction No capital gain tax on transfer of assets Help protect the Last Great Places Legacy Club membership
What are the benefits for conservation?	Allows us to preserve your legacy by protecting natural areas in the future
How can I fund it?	Cash-$5,000 minimum Securities-$5,000 minimum

Charitable Remainder Unitrust
What is it?	Individual trust where you receive a variable income for life or term of years
Is it for me?	Must be at least 50 Best for those seeking to make a substantial gift with significant tax advantages
What are the benefits for me?	Variable income for life or a term of years based on a percentage of the trust value each year Income tax charitable deduction Preferred vehicle for gifts of real estate No capital gain tax on transfer of assets Flexibility to meet income needs Professional investment management Help protect the Last Great Places Legacy Club membership
What are the benefits for conservation?	Allows us to preserve your legacy by protecting natural areas in the future
How can I fund it?	Cash-$50,000 minimum Securities-$50,000 minimum Real Estate-$100,000 minimum

Charitable Remainder Annuity Trust
What is it?	Individual trust where you receive fixed income for life or term of years
Is it For Me?	Must be at least 50 Best for those who want a fixed income for a term of years
What are the benefits for me?	Fixed income for life or term of years Income tax charitable deduction No capital gain tax on transfer of assets Possible estate tax savings Help protect the Last Great Places Legacy Club membership
What are the benefits for conservation?	Allows us to preserve your legacy by protecting natural areas in the future
How can I fund it?	Cash-$50,000 minimum Securities-$50,000 minimum

Growth & Income Fund
What is it?	Pooled fund where rate of income is determined by amount of contribution and earnings of the fund
Is it for me?	Must be at least 50 Best for individuals looking for income growth over time Variable income for life - initial income low but increasing over time
What are the benefits for me?	Income tax charitable deduction Avoid all capital gain tax on transfer of assets
What are the benefits for conservation?	Significant contribution to our protection work
How can I fund it?	Cash - $5,000 minimum Securities - $5,000 minimum

Charitable Lead Trust
What is it?	A trust that provides income to The Nature Conservancy and then returns the principal to your heirs
Is it for me?	For those seeking to pass assets to others while reducing transfer taxes
What are the benefits for me?	Gift and estate tax deduction No capital gain tax on transfer of assets Help protect the Last Great Places
What are the benefits for conservation?	Immediate income for us to use for current conservation priorities
How can I fund it?	Cash Securities Real Estate

Donor Advised Fund
What is it?	Outright gift that allows you to recommend allocation of funds over time to the Conservancy and to other charities
Is it For Me?	Best for individuals and families seeking to make a charitable gift without creating a foundation
What are the benefits for me?	Substantial income tax charitable deduction Estate tax savings No capital gain tax on transfer of assets Supports family involvement Significant way to create a lasting legacy Easy way to streamline your giving
What are the benefits for conservation?	Allows us to use your gift to further our conservation mission
How can I fund it?	Cash-$100,000 Securities-$100,000 Real Estate-$100,000

Retained Life Estate
What is it?	Gift of real estate while retaining right to live there for lifetime or term of years
Is it for me?	Best for individuals who have decided to leave their property to the Conservancy in their wills. They can make the gift now, while retaining the right to live there and receive tax benefits.
What are the benefits for me?	Remove asset from taxable estate Income tax charitable deduction Avoid all capital gain tax on transfer Retain lifetime use of the property Significant gift to nature Legacy Club membership
What are the benefits for conservation?	Allows us to preserve your legacy by protecting natural areas in the future
How can I fund it?	Personal Residence Farm

Information provided on our Internet site is not intended to be tax or legal advice. Please consult a qualified financial advisor before making a gift.