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Charitable Reminder Unitrusts

A charitable remainder unitrust with The Nature Conservancy can provide you and/or other beneficiaries with income for life or for a fixed number of years. You receive an immediate income tax deduction for a portion of your contribution to the unitrust, and savings on capital gains taxes, too. You will also have the satisfaction of making a significant gift that benefits you now and the Conservancy later.


How it works
  1. You transfer cash, securities or other appreciated property such as real estate into a trust.
  2. Each year, the trust pays a percentage of its value to you or to beneficiaries you name. The trust value is re-computed annually, so payments change from year to year. 
  3. When the trust terminates, the remainder passes to The Nature Conservancy.

Charitable Remainder Unitrusts Illustration


Benefits
  • You receive an immediate income tax deduction for a portion of your contribution to the unitrust.
  • The trust pays no capital gains tax when it sells the assets you have contributed to the trust.
  • You or your designated beneficiaries receive income for life or a term of years.
  • You can make additional gifts to the trust as your circumstances allow and qualify for additional tax deductions and increased trust payments.
  • You have the satisfaction of making a significant gift that benefits you now and The Nature Conservancy later.

Information that may interest you ...

Learn more about charitable remainder unitrusts.

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

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