A Gift That Gives Back

You can help nature and achieve your financial goals with a charitable gift annuity.

Playful Australian sea lion © Peter Wandmaker/TNC Photo Contest 2021

What if you could support The Nature Conservancy while also making your own retirement more financially secure? You can by setting up a charitable gift annuity, which can pay you income for life, reduce your tax burden and help protect the lands and waters you love. To learn more, complete the form on this page or contact our experts at (833) 336-PLAN or [email protected]. You can also visit our website for more information.

You create an annuity by irrevocably transferring $10,000 or more in cash, securities or other property to TNC.
You and/or up to two beneficiaries receive fixed annual payments for life at a very attractive rate based on the age of the beneficiaries.
You can begin receiving payments immediately (if you are 50 or older) or defer payments a year or more. The older you are when your payments begin, the higher your rate.
You are eligible for an immediate tax deduction. If you donate appreciated assets, you may save on capital gains taxes as well.
The principal passes to TNC after the lifetime of the beneficiaries.

You and/or your beneficiary receive payments for life.
You receive an immediate income tax deduction for a portion of your gift.
Your lifetime annuity is backed with a reserve and the full assets of TNC.
Your annuity payments are treated as part ordinary income and part tax-free income. If the gift is funded with appreciated property, your annuity payments are also part capital gains income.
You have the satisfaction of making a significant gift that benefits you now and that will help TNC protect lands and waters and address our planet’s greatest challenges in the future.

Great news! Annuity rates increased in January 2024.
See table below for sample rates, or use the gift calculator on our website.

AGE	60	65	70	75	80	85
RATE	5.2%	5.7%	6.3%	7.0%	8.1%	9.1%

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