Gift-Replacement Life Insurance
(Complete gift description)

You're impressed by the benefits of a life-income gift: a donation that significantly helps World Vision while also paying income back to you; and saves on income and capital gains taxes.

The problem? Taking an asset out of your portfolio to fund a life-income gift could jeopardize the financial benefit your children or heirs are counting on from your estate. A life-income gift will help you, but what will its effects be on them?

There is a solution. Use the income you will receive from your life-income gift — which will, in many cases, surpass the yield on the assets you donated — and tax savings from the charitable deduction, to pay the premiums on a gift-replacement life insurance policy benefiting your heirs. Set the death benefit of the policy at an amount equal to the value of the assets you contributed to World Vision (or a larger sum reflecting how those assets would have grown in value).

At your death, World Vision will receive the remaining balance in your life-income gift. Your heirs will receive the proceeds of the life insurance policy.The result? You've done what you thought you couldn't do — make a substantial gift to World Vision and also fully provide for your heirs in your estate.

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

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Julia's Gift

I chose World Vision for 100% of my trust fund ... read more

1-800-426-5753
P.O. Box 9716
Federal Way, WA 98063-9716
E-mail: giftplanning@worldvision.org