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Retirement Plan Gifts

Gift Overview

Benefit nature and your heirs by naming The Nature Conservancy as a beneficiary of your IRA, 401k and other qualified plan through this tax-efficient gift.


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. An extra step may be required to designate your 401(k); please contact our team for more details.

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.

Information that may interest you ...

Read more about retirement plan gifts.

Find out why our New York State Director named the Conservancy in his retirement plans.

You can leave a legacy for nature. Learn about our Legacy Club.

You can protect rivers and other natural places by making a planned gift with The Nature Conservancy. Contact us today.

We’re Accountable

The Nature Conservancy makes careful use of your support.

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