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Remainder Annuity Trusts

How it works
  1. You transfer cash, securities or other appreciated property into a trust.
  2. The trust makes fixed annual payments to you or to beneficiaries you name.
  3. When the trust terminates, the remainder passes to The Nature Conservancy.

Annuity Trust diagram


Benefits
  • You receive an immediate income tax deduction for a portion of your contribution to the annuity trust.
  • You pay no upfront capital gains tax on any appreciated assets you donate.
  • You or your designated income beneficiaries receive stable, predictable income for life or a term of years.
  • You have the satisfaction of making a significant gift that benefits you now and The Nature Conservancy later. 

Information that may interest you ...

There are many types of life-income gifts. Learn more.

Take a look at all you gift possibilities.

Calculate Your benefits with our gift calculator.

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

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