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Goals and Benefits

Your Goals

Your Strategy

Your Benefits

Leverage a larger gift to Audubon — and avoid capital gains liability

Give appreciated stock or bonds held over one year

Buy low and give high — make a gift that costs you less than the benefit it delivers to us, while avoiding capital gains tax

Make a gift for Audubon's future without impacting your cash flow or portfolio now

Put a bequest in your will (cash, specific property, or a share of the estate residue or a designation in your retirement plan or life insurance policy)

Today — a gift that costs you and your family nothing. Tomorrow — tax benefits

Realize high rate of return, with some tax-free payment

Make a gift through a charitable gift annuity

Receive dependable, fixed income for life in return for your gift

Receive a variable income that mirrors the market, and provide a hedge against inflation.

Establish a charitable remainder unitrust. Receive income for life, and give the remaining principal to Audubon.

Pay no capital gains tax on the appreciation when the trust is funded with appreciated assets. Reduce your taxable estate

Tap one of the most valuable assets in your portfolio to make a gift that benefits Audubon

Use real estate to make your gift to benefit Audubon. Do you have a second home?

Avoid capital gains tax, receive an income tax deduction — and have the option of creating income payments for your life with a charitable remainder unitrust

Avoid capital gains liability on the transfer of a business or partnership interest

Contribute the partnership interest or business interest to Audubon

Avoid capital gain liability, receive an income tax deduction, and use a gift asset you may have overlooked

Locate an overlooked asset that you can easily give to Audubon

Name the National Audubon Society, Inc. as beneficiary of your retirement plan; leave other, less taxable, assets to your family

Eliminate income tax and estate tax on retirement plan assets; free up other property to pass to your heirs

Turn an unneeded asset into a meaningful gift

Make a gift of a life insurance policy

Increase your ability to make a significant gift to Audubon

We’re Here To Help! Please contact us for further assistance.

Office of Gift Planning
National Audubon Society
225 Varick Street, 7th Floor
New York, NY 10014

Your team
Rose Tesone, left, Audubon’s Bequest Manager and Shari S. Kolding, Audubon’s Director of Gift Planning. Photo: Luke Franke/Audubon

The National Audubon Society is a not-for-profit 501(c)(3) organization. Our federal tax ID number is 13-1624102.