- Phone: +1 833-336-7526
- Email: legacy@tnc.org
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Support Nature and Your Retirement
If you are 70½ or older, you can support The Nature Conservancy and receive a stream of income when you use your IRA to fund a charitable gift annuity (CGA) or a charitable remainder unitrust (CRUT). Some limitations apply, so contact us for more details and a personalized illustration at no obligation.
How It Works
- You and/or your spouse may fund a single or joint charitable gift annuity (minimum of $10,000; up to $53,000 per individual or $106,000 for a couple) from a qualified IRA account.
- In order to qualify, the payout rate must be at least 5%.
- You will receive income for life in the form of reliable payments based on your age(s) at the time of the gift.
- You may not claim a charitable income tax deduction for the gift.
- This is a one-time opportunity which must be completed within a single calendar year.
- TNC does not currently offer this option in every state. Contact us for more details.
- See table below for sample rates, or use our gift calculator.
AGE |
RATE |
ANNUITY |
| 71 | 6.4% | $640 |
| 75 | 7.0% | $700 |
| 80 | 8.1% |
$810 |
| 85 | 9.1% | $910 |
Learn more about other ways to fund a CGA .
Learn more about using a tax-free distribution from your IRA to support critical conservation work.
Funding a Charitable Remainder Unitrust With Your IRA
- You and/or your spouse may fund a charitable remainder unitrust (minimum $50,000; up to $53,000 for a single or up to $106,000 for a couple) from a qualified IRA account.
- You will receive variable income for life (or lives) paid as a percentage of the annual valuation of the trust.
- You may not claim a charitable income tax deduction for the gift.
- This is a one-time opportunity which must be completed within a single calendar year. You cannot make additional gifts to this trust.
- Use our gift calculator to see current unitrust rates.
Learn about other ways to fund a CRUT.
Learn more about using a tax-free distribution from your IRA to support critical conservation work.
Gift Calculator
Explore the income and tax benefits you may receive by setting up a life-income gift.
These types of gifts can help protect nature and provide benefits to you and/or your loved ones.
Use this calculator to see estimated tax deductions and payments that may result from some types of life-income gifts offered by TNC.
Due to New York state requirements, rates for New York residents may be lower.
More Ways of Giving
IRA Distributions
If you are 70½ or older, you can make a tax-free distribution from your traditional or Roth IRA to TNC.
Beneficiary Designations
Your can designate TNC as a beneficiary of your IRA or other retirement plan.
Charitable Gift Annuities
Income for today, a legacy for tomorrow: A charitable gift annuity with TNC is a gift that gives back.
