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Retained Life Estates
(Gift example*)

You have always loved your home and have no plans to move from it. It has appreciated significantly since you bought it, and today it is the largest asset in your estate. You are considering a gift to World Vision in memory of your sister but cannot locate an asset that you can part with comfortably.

You decide to donate your house to us, retaining a life estate for yourself and your spouse. You have secured an independent appraisal stating that your house is worth $250,000. The mortgage has been paid off.

Here are the benefits of this gift:

Husband and Wife, 70 and 68

Asset Value

$250,000

Charitable Deduction

$74,446

Click here to calculate the benefits a retained life estate would give you.

*This example is based on a factor that changes monthly. Contact our office for a personal illustration based on the latest rates.

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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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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