Gift in Will
Make World Vision Canada a beneficiary in your Will and know that your legacy will live on for generations. All it takes is a simple clause in your Will. In addition, a tax receipt for the full amount of your donation will be issued and may offset capital gains or other taxes payable to lessen the financial cost on your estate.
Sample Will Clauses
Securities
A gift of securities is a financially sound way to support World Vision Canada’s programs. Donating stocks, mutual funds or other types of marketable securities to a charity exempts you from paying tax on capital gains. You will also get a tax receipt for the full amount of the gift.
For electronic transfer, please contact your broker and fill out a Securities Transfer Form.
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Life Insurance
Gifts of life insurance are a great way to make a substantial donation for the relatively low cost of the premium payments. You can donate a policy you already own, make World Vision Canada the beneficiary of a joint policy held with your spouse, or buy a new policy to donate.
Retirement Funds
Retirement funds are likely among the most heavily taxed assets you own. Naming World Vision Canada as a beneficiary can be an effective way of creating a tax-smart estate plan.
By doing so you:
- retain ownership of the funds
- receive a tax receipt for the full amount donated
- avoid probate fees
- reduce your estate taxes
World Vision programs help communities in some of the world’s most vulnerable places. We provide safe water, emergency relief, agricultural assistance, education and more. Donating to World Vision Canada lets you leave a tremendous mark on the lives of many.
Endowment Funds
You can create an endowment fund by donating cash or assets. Endowment funds may be pooled, and individual endowments may require a minimum contribution.
When you create an endowment, your donation is invested for a minimum of 10 years and the income is used to support World Vision programs. Your endowment may be used where they are most needed. It may also go directly toward the child sponsorship program but not to a specific sponsored child. Either way, you’ll create a lasting impact on children, families and communities in need.