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Charitable Lead Trust

How it works

	You contribute cash, securities or other property to a trust.
	The trust makes fixed annual payments to World Vision for a specified term of years.
	When the trust ends, the remaining principal goes to your heirs.

Benefits

• The present value of the income payments to World Vision reduces your gift/estate tax.
• All appreciation that takes place in the trust goes tax-free to your heirs.
• The amount and term of the payments to World Vision can be set so as to reduce or even eliminate transfer taxes due when the principal reverts to your heirs.
• You have the satisfaction of making a significant gift to World Vision now that reduces the taxes due on transfers to your heirs later.

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