My Legacy
My Legacy ThumbnailRead why our donors chose to leave a legacy to the world's children.
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Phone: 1-800-426-5753
Fax: 1-253-815-3174
plannedgiving@worldvision.org
Paula Schubert
Gift Planning Relationship Manager
1-888-701-4438 or 916-740-3240
advisors@worldvision.org

How To Give

  • Bargain Sale
    We purchase your property for less than fair market value. You receive the cash and a charitable deduction for the difference between the market value and the purchase price.
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  • Bequest
    You designate World Vision as the beneficiary of your asset(s) by will, trust, beneficiary designation form or other instrument.
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  • IRA Rollover
    Congress recently enacted a permanent extension of the IRA Charitable Rollover. As a result, you can make an IRA rollover gift in 2015, 2016 and beyond.
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  • Charitable Annuity Trust
    You transfer cash or appreciated property to fund a charitable trust. The trust sells your property tax free and provides you with fixed income for life or a term of years.
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  • Charitable Gift Annuity
    You transfer cash or appreciated property to World Vision in exchange for our promise to provide you with fixed payments for the rest of your life. Payments are based on your age at the time of your gift.
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  • Charitable Lead Trust
    You transfer cash or property to fund a trust that holds the assests and makes payments to World Vision for a specified term of years. When the trust ends, the assets (and any accrued value) are transferred to your heirs at substantial tax savings.
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  • Charitable Unitrust
    You transfer cash or appreciated property to fund a charitable trust. The trust sells your property tax free and provides you with income for life or a term of years.
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  • Donor-Advised Fund
    Are you looking for a simple and efficient way to manage your charitable giving? Once you set up your fund you can recommend that grants be made from your account in the amounts and at times you suggest. World Vision handles all administrative details. You can also use a DAF to easily distribtue a gift of appreciated assets to numerous charities.
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  • Give it Twice Trust
    You may be looking for a way to provide your children with income while making a gift to charity. The Give it Twice Trust is a popular option that allows you to transfer your IRA at death to a term of years unitrust.
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  • Life Estate Reserved
    You may desire to leave your home or farm to us at your death, but would like to receive a current charitable tax deduction. A life estate reserved might offer the solution you need.
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  • Pooled Income Fund
    You transfer cash or securities to the Pooled Income Fund trust ("the Fund") established by World Vision. The fund issues your units (like a mutual fund) and pays you the annual income attributable to your units for life.
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  • Sale and Unitrust
    You give a portion of your property to us to fund a charitable remainder trust. When the entire property sells you receive cash and income for life.
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