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Gifts of Retirement Assets

How it works

	You name World Vision as the beneficiary of your IRA, 401(k) or other qualified plan.
	Any residual left in your plan when you die passes to World Vision tax-free.

Benefits

• You can escape both income AND estate tax levied on the residual left in your retirement account by leaving it to World Vision.
• You can continue to take withdrawals during your lifetime.
• You can change your beneficiary if your circumstances change.
• You can elect to leave retirement plan assets to World Vision through your will or revocable trust instead.
• You can have the satisfaction of knowing that your hard-earned retirement assets will support World Vision when you are gone.
  

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