The Nature Conservancy. Protecting nature. Preserving life.™

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.  

Learn more about retirement plan gifts.