Did you know that you can support the natural world you love while also providing yourself with stable income and significant tax savings?
By making a life-income gift with The Nature Conservancy such as a charitable gift annuity, you can donate cash, securities or real estate to conservation and receive a steady stream of income in return. And as Conservancy members Allan and Muriel Kotin discovered, it’s a gift that benefits nature and your future.
As avid birders, we have long admired the work of The Nature Conservancy. They use resources intelligently and are effective at preserving habitat.
While we have always given enough to maintain our membership, we never thought of ourselves as big contributors until a few years ago when we received an unexpected sum as part of a mortgage loan payoff.
We had already provided for our family through our estate plan, so this windfall gave us the chance to consider doing something unique.
Because Allan is a real estate and financial advisor, he naturally initiated the investment discussion. We were familiar with charitable gift annuities and decided to closely compare the annuity to a commercial investment.
The result for us? A gift annuity made the most sense—logically and financially. Sure, we were giving away money, but we would receive financial benefits in return.
Gift annuities also provide flexibility. We deferred our payments for three years to increase the annuity rate and charitable deduction. This gift allowed us to reduce our taxes at a critical time, and provides us with a steady stream of income well into old age.
But best of all, we know that our gift will ultimately help The Nature Conservancy protect the places we love.
It’s a no-brainer!
Read about more donors who have made life-income gifts.
Find out how making a charitable gift annuity can support you and nature.
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You can protect aridlands and other natural places by making a planned gift with The Nature Conservancy. Contact us today.March 11, 2013