Meadow of blazing star (Liatris ligulistylis) and Maximilian sunflower (Helianthus maximiliani) at a prairie pothole
Comertown Pothole Prairie Meadow of blazing star (Liatris ligulistylis) and Maximilian sunflower (Helianthus maximiliani) at a prairie pothole © Harold E. Malde

Gift and Estate Planning Tools

Planning for Retirement

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Plan for Your Retirement and Meet Your Philanthropic Goals

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 Nature Conservancy?

It’s easy to designate TNC 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.

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. Another step may be required to designate your 401(k); please contact our staff at (833) 336-7526 or legacy@tnc.org.
 

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.

Charitable Gift Annuities
Receive fixed income payments for life—for you or up to two beneficiaries. You may also receive significant tax benefits.

Deferred Gift Annuities  
Defer your annuity and receive higher income payments—for your or up to two beneficiaries. You may also receive significant tax savings.

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