Gift of Retirement Funds

Gift of Retirement Funds

Gift of Retirement Funds

Gifts of retirement plan savings, such as RRSPs, RRIFs and TFSAs, can be a tax-smart way to support your preferred charity and make a lasting impact for those in need.

By naming World Vision Canada as a beneficiary, you can avoid probate fees and receive a charitable tax receipt for the full value of your retirement plan savings. This not only reduces your estate taxes but also provides significant support to vulnerable children and families around the world.

Benefit of Donating Retirement Funds

  • You have the satisfaction of providing a gift to future generations while retaining ownership and use of the funds during your lifetime.
  • Your estate will receive a charitable tax receipt.
  • Your decision will help offset estate taxes and reduce probate fees.

Ways to leave a legacy gift

 

Gift in Will 

 

Make World Vision Canada a beneficiary in your Will and your legacy will live on for generations to come.

 

Gift of Securities 

 

Donate stocks, mutual funds, or other marketable securities to benefit from tax advantages.

 

Gift of Life insurance 

 

Gifts of life insurance are a great way to make a substantial donation for the relatively low cost of the premium payments. You can donate a policy you already own, make World Vision Canada the beneficiary of a joint policy held with your spouse, or buy a new policy to donate.

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Gift of Endowment funds 

 

You can create an endowment fund by donating cash or assets. Endowment funds may be pooled, and individual endowments may require a minimum contribution.

When you create an endowment, your donation is invested for a minimum of 10 years and the income is used to support World Vision programs. Your endowment may be used where they are most needed. It may also go directly toward the child sponsorship program but not to a specific sponsored child. Either way, you’ll create a lasting impact on children, families and communities in need.

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Connect with Trina, Head of Legacy, to start your legacy journey

Trina brings over 15 years of experience in supporting people through their Will journey. She is delighted to discuss your options and answer any questions you may have.

We want you to be able to support those you love while allowing your legacy to live on for generations. Let us help get you started.

1.800.714.3280
plannedgiving@worldvision.ca