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Gifts of Business Interests

How it works

You give shares of closely-held stock to World Vision.

World Vision offers the stock back to your company for redemption or re-purchase and uses the proceeds for its programs.

Benefits

  • You receive gift credit and an immediate income tax deduction for the appraised value of your shares, even if their original value was close to zero.
  • You pay no capital gains tax on any appreciation that has taken place in the shares.
  • Under certain conditions, you may be able to use closely-held shares to fund a life-income arrangement, such as a FLIP Unitrust.
  • You can have the satisfaction of making a significant gift that benefits both you and World Vision during your lifetime.


For more information

Email us, complete the personal illustration form, or call us at 800-426-5753 so that we can assist you through every step of the process.


PO Box 9716
Federal Way, WA 98063-9716
800-426-5753 | Fax: 253-815-3174
E-mail: giftplanning@worldvision.org



World Vision
Phone: 1-888-511-6548
P.O. Box 9716
Federal,WA 98063-9716
© 2008 World Vision Inc.