You can leave your heirs substantial assets at greatly reduced tax rates and immediately help preserve the diversity of life on Earth. A charitable lead trust transfers the income from trust assets to The Nature Conservancy for life or a term of years, after which the assets become available to you or your heirs.
Trust assets are often distributed at greatly reduced gift and estate tax rates. Depending on rates at the of funding, you or your heirs can also receive significant appreciation in these assets with no additional tax consequences.
How it works
- You transfer assets to as trustee of your choice (the Conservancy will not serve as trustee) and create a charitable lead trust.
- The trustee invests the trust assets. The taxation and benefits vary depending on the specific type of lead trust you establish.
- The trust makes payments (either a fixed percentage of the principal or a fixed dollar amount, depending on the type of trust) to The Nature Conservancy for life or a term of years.
- When the trust terminates, the remaining principal is paid to you or your heirs.
How You Benefit
- You may be able to reduce you gift or estate taxes; the tax benefits vary based on the type of trust you create.
- You avoid taxes from all appreciation on assets held within the trust.
- You often may be able to set the amount and term of the payments to reduce or even eliminate transfer taxes when the principal reverts to you or your heirs.
- You have the satisfaction of making a significant gift to The Nature Conservancy now that reduces the taxes due on transfers to you or your heirs later.
We can help you decide on a gift that's right for you. To notify us of a legacy gift you have planned, or to discuss the best gift option for you, please contact us via our online form or at (877) 812-3698.
- View the many gift options that can help you meet your philanthropic and financial goals.
- Are you planning for your retirement? Find helpful tips.
You can protect grasslands and other natural places by making a planned gift with The Nature Conservancy. Contact us today.