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Testamentary Life-Income Gifts

How it works

You write a will or revocable trust directing a bequest to World Vision.

You provide that the bequest first create a life-income gift benefiting your heirs.

After their income interest terminates, the remaining balance in the gift passes to World Vision.

Benefits

  • One estate asset can benefit both World Vision and your heirs.
  • Resulting charitable estate-tax deduction will lower the cost of providing for children and family.
  • Provisions are revocable during your lifetime, increasing your planning flexibility.

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