Gift of Securities

Gift of Securities

Gift of Securities

Donating securities is a simple and tax-efficient way to create a lasting impact on children and families through World Vision Canada.

When you donate stocks, mutual funds, or other marketable securities, you can avoid capital gains tax while receiving a charitable receipt that can help reduce taxes owed on your income.

By including a gift of securities in your Will, your estate will also receive a charitable tax receipt, which can reduce estate taxes and increase the amount available for your beneficiaries.

This results in a more favourable tax outcome for you, compared to selling the securities and then donating the proceeds to charity.

Benefit of Donating Securities

  • You know your gift of securities will mean a world of change for children and families in the developing world.
  • You pay no capital gains tax on the appreciated value of the securities.
  • You receive a charitable tax receipt for the full market value of your transferred securities.
  • You can carry forward excess credit for up to five years.
  • Your estate gets tax benefits for gifts of securities in your Will.
  • Your investment advisor can easily transfer securities electronically to World Vision Canada.

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 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 Retirement funds 

 

Retirement funds are likely among the most heavily taxed assets you own. Naming World Vision Canada as a beneficiary can be an effective way of creating a tax-smart estate plan.

By doing so you:

  • retain ownership of the funds
  • receive a tax receipt for the full amount donated
  • avoid probate fees
  • reduce your estate taxes

World Vision programs help communities in some of the world’s most vulnerable places. We provide safe water, emergency relief, agricultural assistance, education and more. Donating to World Vision Canada lets you leave a tremendous mark on the lives of many.

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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