The Nature Conservancy. Protecting nature. Preserving life.™

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.

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.

Learn more about charitable remainder unitrusts.