FREQUENTLY ASKED QUESTIONS
Q: What is Planned Giving?
A: Planned giving is the designation of charitable gifts through a financial or estate plan. These are generally gifts of assets or a bequest in your Will, not current income.
Q: How does Planned Giving benefit me?
A: Depending on the type of asset donated, planned giving can offer significant tax advantages to you now or to your heirs after you’re gone. It’s also a way to make a much more substantial gift than might ever be possible otherwise.
Q: How do I make a gift of Securities?
A: If the securities are held in a brokerage account, your broker can transfer your shares electronically to World Vision’s account at TD Waterhouse. You simply contact your broker and complete the Transfer Securities form. If you have share certificates, please contact World Vision for instructions. World Vision Securities Transfer Form.pdf
Q: How do I leave a bequest in my will to World Vision?
A: Simply contact your lawyer and have them include a clause in your will naming World Vision as a beneficiary. If you already have a Will you can make still include a bequest by adding a codicil to your existing Will.
Q: Can I leave a bequest in my will to my sponsored child?
A: No. Naming your sponsored child in your will is not recommended as children and their families may graduate from the program or leave the sponsorship program for other reasons making it impossible for World Vision to honour your wishes. We recommend you direct your bequest to the child sponsorship program, or allow us to use it where it is needed most at the time received. Sample clauses.pdf