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Plan your legacy

 

A planned gift is your opportunity to leave a legacy of lasting impact on the lives of children, families and their communities. Let us help you get started.

Plan your legacy

 

A planned gift is your opportunity to leave a legacy of lasting impact on the lives of children, families and their communities. Let us help you get started.
 


Plan your legacy

 

A planned gift is your opportunity to leave a legacy of lasting impact on the lives of children, families and their communities. Let us help you get started.
 

Your legacy. Your way.

The life you’ve built says a lot about you: Your values. The impact you’ve made. Your dreams for the future. A charitable gift can help you leave a legacy for the next generation of change-makers – without affecting your present lifestyle.

There are a number of ways you can give to World Vision Canada and make a lasting impact.

Against a clear blue sky, a group of small children form a line as they run along a shoreline.

 

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.

 

Securities 

 

A gift of securities to World Vision Canada is one of the most financially sound ways to support our programs. When you donate stocks, mutual funds or other types of marketable securities to a charity, you pay no capital gains tax. You’ll also receive a tax receipt for the full amount of the gift.

For electronic transfer, please contact your broker and fill out a Securities Transfer 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 naming World Vision as a beneficiary, you retain ownership of the funds, receive a tax receipt for the full amount donated, avoid probate fees, and reduce your overall estate taxes. You can have a tremendous impact when you donate to World Vision programs that provide safe water, emergency relief, agricultural assistance, education and more to communities in some of the world’s most vulnerable places.

 

 

Endowment Funds 

 

You can create an endowment fund by donating substantial gifts of 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. You may direct your endowment toward the child sponsorship program (but not to your sponsor child or a specific sponsor child), or you may allow us to use the funds where most needed. Either way, you’ll change the world for children, families and communities in need for future generations to come.

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Benefits of planned giving

Choosing to leave a gift in your Will has significant benefits:

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 Will 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.
 

Leaving a gift in your Will isn’t complicated when you follow these steps

1. Call, email or chat with us!
​We’ll guide you in the right direction. Call 1.800.714.3280, email plannedgiving@worldvision.ca or chat with us using Live Chat.​

2. Talk to your loved ones
This is an important discussion. Let them know your wishes and reassure them that you’re not choosing between family and World Vision Canada.
 
3. Speak to your professional advisors
A call to the experts will get you started down the right path, with knowledgeable advice.
 
4. Update your Will
Decide if 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 professional advisor.
 
5. Let us know your decision
You’re under no obligation, of course, but letting us know that you’ve chosen to leave a gift to World Vision Canada in your Will allows us to plan how to use those additional funds most effectively.
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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.