Gift Options Chart

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

click here to go back to top

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

click here to go back to top

A special thank you for The Nature Conservancy for permission to reprint excerpts of this gift chart.