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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
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Gifts of Retirement Assets

A gift from your retirement assets, (IRA, 401k, 403b, pension or other tax deferred plan), is a simple and tax effective way to make a significant gift to World Vision.

Gift of Retirement Assets
Retirement Assets
World Vision

Designate World Vision as a beneficiary of your retirement assets

Did you know that 60%-65% of your retirement assets may be taxed if you leave them to your heirs at your death? Another option is to leave your heirs assets that receive a step up in basis (such as real estate and stock) and give your retirement assets to World Vision. As a charity, we are not taxed upon receiving an IRA or other retirement plan assets so the full value of your gift can be used to further our ministry.

Benefits

  • Eliminate all income-tax and estate tax liability on retirement assets given to World Vision.
  • Retain ownership and continue to take withdrawals during life as needed or required.
  • Have the flexibility to modify your bequest if your circumstances change.
  • Make a significant gift to World Vision and designate how it should be used.
  • Experience the satisfaction of knowing you can continue to help children even after you are gone.

How to transfer your retirement assets

Your retirement assets may be transferred to World Vision by completing and filing a beneficiary designation form provided by your plan custodian. If you designate World Vision as beneficiary, we will benefit from the full value of your gift because your IRA assets will not be taxed at your death. Your estate will benefit from an estate tax charitable deduction for the gift.

Click here for information for your beneficiary designation form.

Contact Us for More Information

If you have any questions about making a gift of retirement assets, please click here to send us an email or call 1.800.426.5753.

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