Charitable Gift Annuities

Gift Overview

Charitable gift annuities are smart gifts for you and for nature.

A charitable gift annuity with The Nature Conservancy can provide you and/or another beneficiary with stable income for life. You may also receive an immediate income tax deduction. It’s a gift that benefits nature and your future.

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How it works
  1. You transfer cash, securities or other property to The Nature Conservancy.
  2. The Nature Conservancy pays you, or up to two annuitants, a lifetime annuity.
  3. The principal passes to The Nature Conservancy after the lifetime of the income beneficiaries.

Charitable Gift Annuities Illustration

Benefits
  • You receive an immediate income tax deduction for a portion of your gift.
  • Your lifetime annuity is backed by a reserve and the full assets of The Nature Conservancy.
  • Your annuity payments are treated as part ordinary income and part tax-free income. If the gift is funded with appreciated property, your annuity payments are also part capital gains income (15%).
  • You have the satisfaction of making a significant gift that benefits you now and The Nature Conservancy later.
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