Gift & Estate Planning

All Planned Giving Options

Wild Bergamot

Choose the Planned Gift That’s Right for You

Whatever your stage in life, planned giving can benefit you and your loved ones while helping to protect nature for generations to come. Some planned gifts have an impact now, some after your lifetime. Many offer tax savings, and some even provide you with income for life. Explore your options here, or reach out to our experts—we're happy to help every step of the way.

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Gifts for the Future
Gifts That Pay
Gifts of Assets
Other Gift Options

Gift

Wills or Trusts

Help protect the lands and waters you love for years to come by making a gift to TNC in your estate plan.

Gift

Life Insurance Policies

When you name TNC as a beneficiary of your life insurance policy, you may be able to save on estate taxes.

Gift

Retirement Plans

Naming TNC as a beneficiary of your IRA, 401k or other qualified plan may eliminate both income and estate taxes.

Gift

Charitable Gift Annuities

Donate to TNC and receive payments for life. You may even be able to save on taxes―it's a win-win-win!

Gift

Deferred Gift Annuities

Make a gift to TNC now that will pay you income later. When you defer your payments, they will be higher.

Gift

Unitrusts

This very flexible giving option can provide you with income and may provide a hedge against inflation.

Gift

Appreciated Securities

Donating appreciated stocks, bonds or mutual funds is quick and simple and may provide you with significant tax benefits.

Gift

Cash

Maximize your charitable deduction and provide funds for conservation immediately.

Gift

IRAs

If you’re 70 ½ or older, you can fund gifts with required minimum distributions. Or use your IRA to fund a life-income gift.

Gift

Personal Property

Donate books, artwork or equipment to support lands and waters around the world and save on taxes.

Gift

Real Estate

Donate residential, commercial or undeveloped real estate to help nature, save on taxes and reduce ownership responsibilities.

Gift

Retained Life Estate

Give TNC your house and continue to live there rent-free.

Gift

Charitable Lead Trusts

Freeze the taxable value of your assets, use them to support TNC today, and pass them on to loved ones after your lifetime.

Gift

Donor-Advised Funds

Manage your charitable giving through this convenient, flexible and cost-effective alternative to a private foundation.

Gift

Testamentary Gifts

Leave a gift to TNC in your will or revocable trust with a provision that the gift first be used to provide income to your heirs.

Tool

For Financial Advisors

We welcome the opportunity to work with you and your client.

Instructional Material

Estate Planning Guide

This free downloadable guide can help you get started planning your estate.

Contact

We Can Help

Our friendly specialists can work with you to find the best giving option for you.