Your relationship with your clients is built on trust and respect. The success of The Nature Conservancy’s gift planning program is also based on a tradition of trust. We pay close attention to our supporters’ conservation interests and philanthropic goals, as well as their unique financial circumstances. We urge our donors to consult professional advisors before making any planned gift and strongly encourage them to consider how their gifts fit into their overall financial plan.
We welcome the opportunity to work with you and your clients to create a well-crafted estate or philanthropic plan—one that provides your clients with financial resources and tax advantages, achieves their philanthropic goals and helps to protect the natural world. Find more information below about the gift options available.
Family Philanthropic Planning Services
We help individuals and families define their philanthropic goals and to consider structures like Donor Advised Funds and Private Foundations that help facilitate the achievement of those goals. We assist families in using philanthropy as a tool to bond the family, to work together, and to pass values down to younger generations. In addition, we work to ensure that these plans function within a family’s existing financial, tax and estate planning objectives. Our goal is to create strategies that engage families as well as maximize the social and economic benefits associated with their philanthropic pursuits.
The Conservancy specializes in turning almost any kind of unencumbered real estate into a financially prudent gift for conservation. Property can be used to fund outright gifts, gifts that provide income, donor advised funds and retained life estates. Different terms and conditions apply for each type of real estate, so please contact us to discuss your clients’ individual situations.
Gifts of Stock
One of the easiest ways to donate to TNC is to make a gift of stock. The Conservancy maintains accounts at most major full-service and discount brokerage firms. If your client is making a stock transfer, please fill out this quick form, email us at email@example.com or call (833) 336-7526 so that we can accurately record the gift and acknowledge your client's generosity.
For clients who wish to name TNC in their planning documents, please name us as:
The Nature Conservancy, a nonprofit corporation, organized and existing under the laws of the District of Columbia, with principal business address of 4245 North Fairfax Drive, Suite 100, Arlington, Virginia 22201-1606.
Tax identification number: 53-0242652
Date of incorporation: October 11, 1951
The Nature Conservancy is tax exempt under section 501(c)(3) of the Internal Revenue Code and is a 50%-type organization under section 170(b)(1)(A).
At TNC, all unrestricted charitable gifts are used strategically for top priorities. If your client has specific purposes in mind, please email us or call (833) 336-7526 to ensure we can meet those wishes.
Find additional legal designation language, such as designating real estate, as well as a printable PDF here.
Closing the Estate
We have extensive experience in processing distributions from thousands of estates and a multitude of insurance companies and plan administrators. We will work with you to facilitate distributions and meet all reporting requirements and to ensure that we are honoring your client’s intentions.
Important Estate Distribution Information
The Conservancy has a centralized estate administration policy. All correspondence, emails, phone calls, distribution checks, etc. related to a deceased donor should be directed to the estate administrator at the Worldwide office. This includes bequests which are specifically designated to a state chapter or program.
The Nature Conservancy
4245 N. Fairfax Drive, Suite 100
Arlington, VA 22203
Phone: (703) 841-4846
Fax: (703) 812-4863
Gifts that Provide income
Clients who wish to make a current gift and receive a tax deduction now, but need to keep or enhance their cash flow might consider a life-income gift, such as charitable gift annuities, deferred gift annuities and unitrusts. The Conservancy’s gift planning team can assist you and your client in determining the benefits of such a gift.
DONOR ADVISED FUNDS
For clients who are considering a donor advised fund or private foundation, the Conservancy offers its own fund. A Nature Conservancy Donor Advised Fund (DAF) may be funded with cash or marketable securities. Gifts of closely held stock or real estate to fund a DAF are accepted on a case-by-case basis. Along with distributions to Conservancy projects, donations may be made to any charitable organization whose mission and values are consistent with those of The Nature Conservancy.