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 firstname.lastname@example.org 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.