My Legacy
My Legacy ThumbnailRead why our donors chose to leave a legacy to the world's children.
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Sample Bequest Language
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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
Sample Bequest Language
1. Sample Bequest Language

To arrange a bequest from your Will or Trust(s), simply contact your estate-planning attorney to create or amend the necessary legal documents. Below are examples of bequest language that might be used.
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Sample Bequest Language for an Unrestricted Gift

I hereby give to World Vision, Inc., a California nonprofit corporation with its principal offices at World Vision, 34834 Weyerhaeuser Way S., P.O. Box 9716, Federal Way, Washington 98063-9716, (the sum of $____) or (____% of the residue of my estate,) to be used for its general purposes.

Sample Bequest Language to continue sponsoring children beyond your lifetime

I hereby give to World Vision, Inc., a California nonprofit corporation with its principal offices at World Vision, 34834 Weyerhaeuser Way S., P.O. Box 9716, Federal Way, Washington 98063-9716, (the sum of $____) or (____% of the residue of my estate,) first to continue my support for the child(ren) I am sponsoring at the time of my death. Support shall continue for as long as the child(ren) is in the World Vision sponsorship program. Upon the condition that I have no child sponsorships at the time of my death or upon the termination of the sponsorship obligation, all remaining funds shall be distributed to the Childcare Legacy Fund to provide sponsorships for other children in need.

Sample Bequest Language for a gift to a specific use

I hereby give to World Vision, Inc., a California nonprofit corporation with its principal offices at World Vision, 34834 Weyerhaeuser Way S., P.O. Box 9716, Federal Way, Washington 98063-9716, (the sum of $____) or (____% of the residue of my estate,) to be used for the purposes I have designated in writing and delivered to World Vision, Inc. If, in its opinion, the need for funds for the designated purpose no longer exists, World Vision, Inc. is authorized to use these funds for a similar purpose.

Contact Us for More Information
If you have any questions about bequest language, please click here to send us an email or call 1.800.426.5753.

Naming World Vision
2. Naming World Vision as a Beneficiary of Your Retirement Assets, Life Insurance Policy or Bank Accounts

To arrange a bequest, simply contact your life insurance provider, retirement plan administrator, and/or bank or financial institution to fill out and file the appropriate beneficiary designation form(s) or payable on death (POD) form(s). Below is information for your paperwork, including World Vision's legal name and Tax ID number.
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Please use the following if you wish to leave a bequest to World Vision:
  • Legal name: World Vision, Inc.
  • Address: 34834 Weyerhaeuser Way S., P.O. Box 9716, Federal Way, Washington 98063-9716
  • Tax ID Number: 95-1922279
Remember to keep your beneficiary designation forms up-to-date, as well as your Will or trust, to ensure they are consistent and reflect your current wishes.

Contact Us for More Information
If you have any questions about making a bequest to World Vision using beneficiary designations forms, please click here to send us an email or call 1.800.426.5753.

Double-Tax Assets
3. How to Give Your Double-Tax Assets to World Vision

Not all assets are created equal.
At your death, some of your estate's assets will be subject to more taxes than others. When they are transferred to your family and loved ones after your death, your heirs will owe income tax AND depending on the size of your estate, may owe estate tax as well. The technical name for these assets is "Income in Respect of a Decedent" or IRD.
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Taxes can erode as much as 65% of an IRD asset. Some examples of assets that may be taxed twice are retirement plans such as an IRA, 40l(k) or 403(b), U.S. Savings bonds and accrued interest on bank accounts and CDs. The good news is that you can give these funds to a tax-exempt charity like World Vision and both taxes are eliminated. You can then direct that other assets from your estate be given to family and loved ones that will be less costly for them to inherit.

There are two ways you can give IRD assets from your estate to World Vision:

Use Your Will or Trust:

Below is sample language your attorney can use if you wish to ensure that charitable bequest(s) from your Will or trust are funded first by IRD assets.
"The charitable gift in the preceding paragraph shall be funded first, from all property classified as Income in Respect of a Decedent (IRD) for federal estate tax purposes in connection with my death, and thereafter out of the remaining assets which compose my estate [or Trust estate]."

Use Beneficiary Designation Forms:

Simply name World Vision as a beneficiary of your retirement assets and they will be distributed directly to us. A signed beneficiary form will always control the distribution of the designated asset, regardless of what your Will or trust directs.

Contact Us for More Information
If you have any questions please click here to send us an email or call 1.800.426.5753.

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