Gift in Will

Gift in Will

Gift in Will

Leaving a gift in your Will is a powerful expression of love, compassion, and hope for the future. 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.

By including World Vision Canada in your estate planning, you will help transform the lives of vulnerable children and communities across the globe. Your generosity can create a legacy that extends far beyond your lifetime, bringing positive changes to those who need it the most.

To make changes to your current Will, please download the Sample Codicil.

Steps to leave a gift in Will

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. Below is our charitable registration information.

FULL LEGAL NAME: World Vision Canada
ADMINISTRATIVE ADDRESS: 1 World Drive, Mississauga, Ontario L5T 2Y4
CHARITABLE REGISTRATION NUMBER: 119304855RR0001 

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 steward your gift and plan how to use these additional funds most effectively.

Ways to leave a legacy gift

 

Gift of Securities 

 

Donate stocks, mutual funds, or other marketable securities to benefit from tax advantages.

 

Gift of 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.

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Gift of 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.

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Gift of 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.

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Connect with Trina, Head of Legacy, to start your legacy journey

Trina brings over 15 years of experience in supporting people through their Will journey. She is delighted to discuss your options and answer 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