Testamentary Gifts

One estate asset can benefit both The Nature Conservancy and your heirs through a testamentary life-income gift.

How it works:
  1. You write a will or revocable trust directing a bequest to The Nature Conservancy.
  2. You provide that the bequest first create a life-income gift benefiting your heirs.
  3. After their income interest terminates, the remaining balance in the gift passes to The Nature Conservancy.

Testamentary Life-Income Gifts Illustration

  • One estate asset can benefit both The Nature Conservancy and your heirs.
  • Resulting charitable estate-tax deduction will lower the cost of providing for children and family.
  • Provisions are revocable during your lifetime, increasing your planning flexibility.

Information that may interest you ...

Learn more about testamentary life-income gifts.

Find out how to make a gift through your will.

Interested in learning more about a planned gift that's right for you? Request your personal proposal.  

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


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