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
- You transfer cash, securities or other appreciated property such as real estate into a trust.
- 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.
- When the trust terminates, the remainder passes to The Nature Conservancy.
- 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 ...
There are many types of life-income gifts. Learn more.
You can protect rainforests and other natural places by making a planned gift with The Nature Conservancy. Contact us today.