Planned Giving

A planned gift is a meaningful opportunity to leave a legacy to vulnerable girls and boys. Let us help you get started

Planned Giving

A planned gift is a meaningful opportunity to leave a legacy to vulnerable girls and boys. Let us help you get started

Planned Giving

A planned gift is a meaningful opportunity to leave a legacy to
vulnerable girls and boys. Let us help you get started

Planned Giving refers to the act of leaving a charitable gift to a chosen party, cause or organization as a way to honour the donor’s life. It usually comes in the form of money, assets or property and may or may not be included in the person’s Will.
 
How you direct your financial legacy speaks a lot to the values you hold dear and the kind of life you’ve built through the years. And doing so with World Vision Canada allows you to keep making an impact on the lives of children, families and communities for years to come.

 
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A group of boys sitting alongside each other, laughing.

Types of Planned Gifts

 

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.
 

WILL CLAUSE

 

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.
 

DOWNLOAD FORM

 

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.

A girl jumps while playing with other children on the street.

Benefits of planned giving

Legacy giving offers significant benefits to both the donor and the recipient. Here are a few:

Tax Relief
Depending on the type of asset, leaving a gift in your Will to World Vision Canada can significantly reduce estate taxes.

Flexibility
Your gift can be for any specific amount, percentage or residue of your estate.

Peace of mind
You can make adjustments to your planned gift at any time.

Cost-effective
There are no extra out-of-pocket costs. Your current income won’t be affected.

Note: This information is not intended to provide any financial, legal or tax-related advice. You are encouraged to seek independent professional advice from a qualified accountant, lawyer or financial advisor to ensure proper planning and donation administration.
 

The impact of planned gifts

Food

89,493 people in Niger and South Sudan received food assistance to meet the basic needs of vulnerable families

Health

16,502 pregnant women received antenatal care from skilled birth personnel

Water

15,427 adults and children gained access to a sustainable source of drinking water

Child well-being

24,794 caregivers received counselling on infant and young child feeding

Results of World Vision’s projects reported from October 2020 to September 2021, in partnership with the World Food Programme.
“I like what World Vision does. I like the way they go into a village, help make it self-sufficient, and then back off. And I know that it takes money to do that. If I can continue to help in some way, then why not? By simply leaving a gift in my Will, what a difference that will make!”

- Patricia Wardle, remembered World Vision Canada
in her Will
“If there’s a need somewhere, that’s where you should be.”

- Don Joshua, World Vision courage award winner, donor, volunteer and advocate for 15 years
“My wife and I have been child sponsors through World Vision for 40 years. I am confident they will be good stewards of my gift and continue to transform lives. The children [that] World Vision helps have dreams too. I hope my gift will help make those dreams come true.”

- Rodney Blyth, remembered World Vision Canada in his Will

Steps to a smooth Planned Giving process

Leaving a legacy doesn’t have to be complicated. Follow these steps for a seamless plan:
 
1. Call, email or chat with an expert
We have professionals who can guide you in the right direction. You can call 1.800.714.3280, email plannedgiving@worldvision.ca or chat with us using Live Chat.

2. 
Talk to your loved ones
Planned Giving is an important matter. Thus, a discussion with your family is necessary. Let your loved ones know your wishes and reassure them that you are not choosing World Vision Canada over your family.
 
3. Speak to your professional advisors
Experts can give you knowledgeable advice on how to go about leaving a legacy. Talk to your trusted professionals so you can get started down the right path.
 
4. Update your Will
Decide whether you want to leave a percentage or a specific amount of your estate to World Vision Canada and update your Will with the recommended wording from your legal advisor.
 
5. Let us know your decision
You’re under no obligation to disclose your decision or the content of your Will. However, letting us know you’ve chosen to leave a gift to World Vision Canada allows us to plan how to use these additional funds most effectively.
Four children playing around in a circle with a World Vision staff.


Frequently Asked Questions

A lawyer, financial advisor or accountant will have the expertise to explain your options and lead you through the process.

You can specify any amount you wish in your Will, knowing that all of the funds will be used effectively. Even a small percentage of your estate can have a significant impact as a gift to World Vision Canada.

When your assets are calculated, you might be surprised to find you can support both loved ones and children in need.

Regrettably, we cannot accept gifts directed to a specific sponsored child. A better idea is to direct your gift to the child sponsorship program or ask us to use your gift where it’s needed most.

Leave a lasting legacy today


Our dedicated team are available to discuss all your options and any questions you may have.

We want you to be able to support those you love while allowing your legacy to live on for generations. Let us help get you started.

1.800.714.3280 |  plannedgiving@worldvision.ca