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Planning For Retirement

Careful Planning Can Benefit You and Nature

Whether you are just starting your career or beginning to think about life after the 9 to 5, actively planning for retirement is important for everyone. Some keys to planning for retirement are setting your savings goals based on your future needs, investing in a retirement plan through your employer, such as a 401(k),  contributing to an IRA, and thinking of ways you can invest your money to work for you.


How Can Your Retirement Plan Help the Conservancy?

It’s easy to designate The Nature Conservancy as a beneficiary of all or part of your 401(k), IRA or other qualified plan. Simply obtain a Designation of Beneficiary Form from your retirement plan administrator and complete as directed. And, because distributions from retirement plans may be subject to income tax, it is often a good idea to use these for charitable bequests and leave other assets to heirs. Learn about designating the Conservancy as a beneficiary of your retirement plans from one of our gift planners. Another step may be required to designate your 401(k); please check with our gift planning staff.


Planning for Nature’s Future, Too.

Did you know that while you are planning for your future in retirement, you can plan for nature’s future too?  

There are planned gifts that you can consider that might help you in your retirement planning. These gifts are specifically designed to provide income during retirement and benefit your favorite charity as well.


Find more about these types of gifts that benefit you and nature:

Charitable Gift Annuity
This gift can provide a fixed income for life—for yourself or up to two beneficiaries. It may also provide significant tax benefits.

Deferred Gift Annuity  
Defer your annuity and receive higher income payments—for yourself or up to two beneficiaries. May also provide significant tax savings.

Charitable Remainder Annuity Trusts
Provides income and may provide significant tax benefits.

Charitable Remainder Unitrusts
Meet multiple goals with our most flexible life-income gift. May help keep pace with inflation. Various funding options are available, including real estate.

Pooled Income Fund
Secure lifetime income for yourself and delivers significant support to the Conservancy. Similar to a mutual fund, your gift of cash or securities to our Pooled Income Fund is comingled with those of other donors and you receive a pro rata share of the fund’s dividends and interest.

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

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We’re Accountable

The Nature Conservancy makes careful use of your support.

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