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Goals and Benefits

Your Goals

Your Strategy

Your Benefits

Maximize your deduction; minimize the gift details

Use cash to make your gift to World Vision

Claim your deduction against a larger portion of your adjusted gross income and make an immediate impact on World Vision

Afford a larger gift to World Vision – and avoid capital gains liability

Give appreciated stock or bonds held over one year

Buy low and give high – make a gift that costs you less than the benefit it delivers to us, while avoiding capital gains tax

Make a gift for World Vision 's future that doesn't affect your cash flow or portfolio now

Put a bequest in your will (cash, specific property, or a share of the estate residue)

Today – a gift that costs you and your family nothing. Tomorrow – an estate tax deduction

Retain income benefits from the assets you give to World Vision – thus afford a larger gift

Make a contribution to our pooled income fund. Create a charitable gift annuity or a charitable remainder annuity trust or unitrust

Receive income for your lifetime; receive a charitable deduction; diversify your holdings

Reduce high tax liability now; gain additional income later

Establish a deferred gift annuity

A larger deduction and a higher income rate than other life-income gifts offer

Tap one of the most valuable assets in your portfolio to make a gift to World Vision

Use real estate to make your gift to World Vision

Avoid capital gains tax, receive an income tax deduction – and have the option of a gift that doesn't affect your lifestyle

Reduce gift and estate taxes and control the timing of passing assets to your children and grandchildren

Create a charitable lead trust which supports programs at World Vision for a fixed, finite period with the principal going to your heirs.

Reduce gift and estate taxes, and freeze the taxable value of growing assets before they pass to your family

Avoid capital gains liability on the transfer of a business or partnership interest

Contribute the partnership interest or closely-held stock to World Vision

Avoid capital gain liability, receive an income tax deduction, and utilize a gift asset you may have overlooked

Locate an overlooked asset that you can easily give to World Vision

Name World Vision as beneficiary of your retirement plan; leave other assets to family

Eliminate income tax on retirement plan assets; free up other property to pass to your heirs

Make an endowment gift from income rather than capital

Create a new life insurance policy, or donate a paid-up policy whose coverage you no longer need

Increase your ability to make a significant gift to World Vision

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

Disclaimer and Privacy Notice




Planned Giving content and Legacy Planner ©2008 VirtualGiving | Disclaimer & Privacy Notice

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

Who Is World Vision?
World Vision is a Christian humanitarian organization dedicated to working with children, families and their communities worldwide to reach their full potential by tackling the causes of poverty and injustice.

© 2008 World Vision Inc.

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