Support Nature & Your Retirement

A Life-Income Gift Funded Through Your IRA

Dawn at Rowena Crest © Gary Grossman/TNC Photo Contest 2019

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.

CHARITABLE GIFT ANNUITY PAYMENT FOR A $10,000 GIFT
EFFECTIVE ON JANUARY 1ST, 2024

AGE	71	75	80	85
RATE	6.4%	7.0%	8.1%	9.1%
ANNUITY	$640	$700	$810	$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.

How It Works

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 the gift calculator on our website 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.

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