PLANNED GIVING
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But the man of honor makes good plans, and he stands for what is good.” —Isaiah 32:8 (NLV)
World Vision’s team of Planned Giving experts can help you explore new ways to make life-transforming gifts— ways that allow you to do more than you may have thought possible. For example, you can:
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Use appreciated assets such as stock or real estate to make a larger gift at a lower cost.
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Name World Vision in your will or living trust to continue bringing hope to children—even after your lifetime.
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Make a gift that provides you payments for life or a period of years.
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Turn your retirement assets or life insurance policies into life-changing gifts.
PLANNING HELPS YOU INCREASE YOUR IMPACT TODAY
Planning matters. What, when, and how you give makes a difference to both you and the children we serve. Our Planned Giving directors can help you explore your giving options, including some you may not have considered before.
Non-Cash Assets
“We wanted to do something more. Rather than sell our vacation home, we decided to gift it to World Vision. You can gift property or even part of a business and designate how you want it used.” Betsy Tarbell, World Vision partner since 1990
You may have stock, real estate, personal property, or other assets that have grown in value and are no longer needed. When you donate appreciated assets such as those listed below, you can receive a charitable income tax deduction, avoid capital gains tax, and most importantly make a significant gift that helps create a brighter future for children around the world.
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Securities
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Real estate—i.e., vacation homes, rental properties, farmland
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Business interests, including closely held stock
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Crops and other commodities
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IRA assets
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Life insurance policies
. . . . AND TOMORROW
Estate Gifts Many of our partners have chosen to include World Vision in their estate plan so they can continue to help build a brighter future for children even after they are gone. By making a “gift of a lifetime” in this way, you too can continue to bring hope to children even after your lifetime. To ensure your ongoing impact long into the future, you can:
“We want to leave something for people who can benefit from our money when we are no longer here. So we made World Vision a beneficiary of a percentage of our entire estate, along with our children and other organizations.
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Make a gift to World Vision in your will or revocable trust.
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Designate World Vision as a beneficiary of your retirement assets.
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We are happy to have our giving continue on after we are gone.”
Name World Vision as a beneficiary of a life insurance policy.
Ronald and Lois Pollard, World Vision partners since 1989
Life Income Gifts If you want to bring hope to children, but need to maintain income from an asset you would like to give to World Vision, a life income gift may be a perfect solution. These gift plans allow you to receive payments (for life or a period of years) from assets you donate today. Afterward, remaining funds are used by World Vision for the purposes you designate. You can use these plans to increase income, reduce taxes, diversify holdings, and create lasting change for children and communities.
Key benefits include:
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Receive payments for life or a term of years.
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Reduce capital gains tax when funding your gift with appreciated assets.
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Receive a charitable income tax deduction.
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Unlock appreciated, low-yielding assets and increase your income.
Charitable Vision Fund If you support other charities in addition to World Vision, the Charitable Vision Fund—World Vision’s Donor Advised Fund—can help simplify your charitable giving. Once you complete an initial gift to establish your fund, you can recommend grants to qualified charities on your own timetable. There are no setup costs and World Vision handles all the administrative details for you. Most importantly, you bring hope to the world’s children. Other benefits include:
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Receive an immediate tax deduction.
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Easily distribute a gift of appreciated assets to numerous charities.
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Recommend grants over months or years.
Avoid capital gains tax when you donate long-term appreciated assets.
Enjoy tax-free growth.
We can help you give the right asset, at the right time, in the right way, to provide maximum benefit for you, your loved ones, and the children World Vision serves.
To learn more, talk with your World Vision representative or contact a member of our Planned Giving team directly at 800.426.5753 or plannedgiving@worldvision.org. We’d welcome the opportunity to have a no-cost, no-obligation conversation with you and your advisors.
“We just want to know that at the end of our lives, we used our estate to do good for those who are still here. God is using us to carry out His plan to help others.” Carol & Craig Powell, World Vision partners since 1979
34834 Weyerhaeuser Way South P.O. Box 9716 Federal Way, WA 98063-9716
World Vision is a Christian humanitarian organization dedicated to working with children, families, and their communities worldwide to reach their full potential by tackling the causes of poverty and injustice. Motivated by our faith in Jesus Christ, we serve alongside the poor and oppressed as a demonstration of God’s unconditional love for all people. World Vision serves all people, regardless of religion, race, ethnicity, or gender. © 2015 World Vision, Inc. BY-SS-GP-09.15
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