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.
For information about how you can make Montana a part of your planning contact Debra Sattler at 406-443-6730 or email@example.com
How it works
- You transfer cash, securities or other property to The Nature Conservancy.
- The Nature Conservancy pays you, or up to two annuitants, a lifetime annuity.
- The principal passes to The Nature Conservancy after the lifetime of the income beneficiaries.
- 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.
Information that may interest you ...
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You can protect Montana and other natural places by making a planned gift with The Nature Conservancy. Contact us today.