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- Email: legacy@tnc.org
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Support Nature and Your Retirement
If you are 70½ or older, you can support The Nature Conservancy and receive a stream of income when you use your IRA to fund a charitable gift annuity (CGA) or a charitable remainder unitrust (CRUT). Some limitations apply, so contact us for more details and a personalized illustration at no obligation.
How It Works
- You and/or your spouse may fund a single or joint charitable gift annuity (minimum of $10,000; up to $53,000 per individual or $106,000 for a couple) from a qualified IRA account.
- In order to qualify, the payout rate must be at least 5%.
- You will receive income for life in the form of reliable payments based on your age(s) at the time of the gift.
- You may not claim a charitable income tax deduction for the gift.
- This is a one-time opportunity which must be completed within a single calendar year.
- TNC does not currently offer this option in every state. Contact us for more details.
- See table below for sample rates, or use our gift calculator.
AGE |
RATE |
ANNUITY |
| 71 | 6.4% | $640 |
| 75 | 7.0% | $700 |
| 80 | 8.1% |
$810 |
| 85 | 9.1% | $910 |
Learn more about other ways to fund a CGA .
Learn more about using a tax-free distribution from your IRA to support critical conservation work.
Funding a Charitable Remainder Unitrust With Your IRA
- You and/or your spouse may fund a charitable remainder unitrust (minimum $50,000; up to $53,000 for a single or up to $106,000 for a couple) from a qualified IRA account.
- You will receive variable income for life (or lives) paid as a percentage of the annual valuation of the trust.
- You may not claim a charitable income tax deduction for the gift.
- This is a one-time opportunity which must be completed within a single calendar year. You cannot make additional gifts to this trust.
- Use our gift calculator to see current unitrust rates.
Learn about other ways to fund a CRUT.
Learn more about using a tax-free distribution from your IRA to support critical conservation work.
Gift Calculator
Explore the income and tax benefits you may receive by setting up a life-income gift.
These types of gifts can help protect nature and provide benefits to you and/or your loved ones.
Use this calculator to see estimated tax deductions and payments that may result from some types of life-income gifts offered by TNC.
Due to New York state requirements, rates for New York residents may be lower.
Questions?
We're here to help! To speak with one of our planned giving specialists or request a personalized illustration, contact one of our gift planning experts.
More Ways of Giving
IRA Distributions
If you are 70½ or older, you can make a tax-free distribution from your traditional or Roth IRA to TNC.
Beneficiary Designations
Your can designate TNC as a beneficiary of your IRA or other retirement plan.
Charitable Gift Annuities
Income for today, a legacy for tomorrow: A charitable gift annuity with TNC is a gift that gives back.