Charitable Lead Trusts

Gift Overview

Freeze the taxable value of your appreciating assets: use them to make gifts today, then pass them on to family later.

How it works:
  1. You contribute securities or other appreciating assets to a charitable lead trust.
  2. The trust makes annual payments to The Nature Conservancy for a period of time.
  3. When the trust terminates, the remaining principal is paid to your heirs.
  • Reduce you gift/estate tax from the present value of the income payments to The Nature Conservancy.
  • Avoid taxes to your heirs from all appreciation that takes place on the trust.
  • Set the amount and term of the payments to reduce or even eliminate transfer taxes when the principal reverts to your heirs.
  • Have the satisfaction of making a significant gift to The Nature Conservancy now that reduces the taxes due on transfers to your heirs later.
Learn More

For more information, contact one our gift planning experts at (877) 812-3698 or at, or request a personal proposal.

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

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Request More Information

Contact our experts and they can help you find the right gift that meets your financial and charitable goals.


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