| Outright Giving | |
|---|---|
| What is it? | - Cash - Appreciated Securities - Personal Property - Appreciated Real Estate - Life Insurance |
| Is it for me? | Anyone seeking to make a gift and qualify for tax savings |
| What are the benefits for me? | - Income tax charitable deduction - Possible avoidance of capital gain taxes - Significant contribution to help our natural lands and waters |
| What are the benefits for conservation? | Allows us to immediately use funds to further our conservation efforts |
| Revocable Gifts: Wills, Revocable Trusts, Retirement Plans, Insurance Policies, Financial Accounts |
|
|---|---|
| What is it? | Gifts made through your will, revocable trust, retirement plan, insurance policy and bank, brokerage and other accounts that can be changed |
| Is it for me? | It is for those who need assets during their lifetime but want to make a significant gift |
| What are the benefits for me? | - Flexible-you can change mind about the gift - Possible estate tax deduction - Leave a lasting legacy by helping to protect precious landscapes - Legacy Club membership |
| What are the benefits for conservation? | Allows us to plan for future conservation initiatives |
| How can I fund it? | - Cash - Securities - Real Estate - Personal Property - Name us as beneficiary of retirement plans, insurance policies, and bank, brokerage and other accounts |
| Donor Advised Funds | |
|---|---|
| What is it? | Outright gift that allows you to recommend allocation of funds over time to the Conservancy and to other charities |
| Is it for me? | Best for individuals and families seeking to make a charitable gift without creating a foundation |
| What are the benefits for me? | - Substantial income tax charitable deduction - Estate tax savings - No capital gain tax on transfer of assets - Supports family involvement - Significant way to create a lasting legacy - Easy way to streamline your giving |
| What are the benefits for conservation? | Allows us to use your gift to further our conservation mission |
| How can I fund it? | - Cash-$100,000 - Securities-$100,000 - Real Estate-$100,000 |
A special thank you for The Nature Conservancy for permission to reprint excerpts of this gift chart.
