Legacy Demystified: Your Questions, Our Insights
in my will, I’ve felt satisfaction, peace, and love, knowing that my gift will do so much good for people who need help even after I’m gone. The work and people of World Vision have become a vital part of my life. It’s given me a true purpose in going to work on Monday mornings. I found a community of kind and warm people with whom I feel I truly belong. And I found a place where the people around me love God, love each other, and love the families we help each day. Today, I’m grateful to have my life. To have my health. To do work that is so important to me. To be surrounded by wonderful people who are so good to me. To feel like I’ve finally found my true home. I’ve shared my story with you today because I know that you’re a loyal World Vision supporter yourself. I’m hoping that, after hearing my story, you might want to consider making a gift in your will to World Vision. Of course, everyone is an individual and this type of giving isn’t for everyone. But if my story resonates with you, I do hope that you’ll think and pray on it. Thank you — and bless you.
We are excited to introduce Advisors with Purpose (AwP) , a valued partner of World Vision Canada. AwP provides expert legacy giving services to help you and your family make informed decisions about your estate. They work with you to create a personalized plan, ensuring your will reflects your life, faith, and values. Together with AwP, we’re offering free estate planning webinars throughout the year. Keep an eye on your email for invitations. To book a free session with one of the AwP specialists, please contact them directly at 1-866-336-3315 and mention you’re a World Vision donor!
Excited about legacy giving? We are too! Thanks to your enthusiastic feedback and
1 What types of assets can I include in my Will? Your legacy gift can take many forms. World Vision Canada accepts cash, securities, life insurance policies, retirement funds, and endowment funds. While we may consider other assets like real estate, personal property, or cryptocurrencies, it’s essential to consult with our legacy team first. Additionally, consulting with a legal or financial advisor will help you determine the most tax-efficient and impactful way to structure your gift. 2 What if I have multiple charities I want to support? You can divide your legacy gift among several charities. Specify the allocation in your Will, ensuring each organization receives the portion you desire. Consult with legal advisors to ensure your wishes are accurately reflected. 3 Can I leave a legacy gift anonymously? Yes, you can leave a legacy gift anonymously. World Vision respects your choice to remain confidential and will honour your preference. However, we encourage you to let us know about your decision, as this can help us acknowledge your generous gift and provide you with updates on how your gift will make a difference. 4 When I leave a gift in my Will to World Vision Canada, how will my legacy gift be distributed, and who makes the decision? Legacy gifts are typically allocated to the Where Most Needed funds unless specified. We focus on using legacy gifts to address pressing needs and maximize impact across our programs. The decision on how to distribute your gift is based on priorities and needs. Your gift will help meet the needs of vulnerable children and families globally by providing essential resources such as health care, protection and safety, food, and clean water. This approach ensures that your contribution supports urgent and effective initiatives. 5 How do I involve my family in my legacy giving decision? Involving your family in your legacy giving decision is important. Begin by having open conversations about your philanthropic goals, values, and the causes you care about. Encourage family members to share their perspectives and consider their input when making decisions. Engaging them early on helps create a shared understanding and ensures that your legacy gift reflects your family’s collective vision. We appreciate your feedback! If you have any questions or topics you’d like us to address in the next newsletter, please use the enclosed reply card to let us know. Your input will help shape our content, and we’ll share our insights in future editions. Thank you for helping us serve you better.
questions from last year, we’ve put together this section to address your top inquiries and shed light on the world of charitable legacy giving. We’re delighted to share the knowledge and insights that will empower you to make a meaningful difference through your charitable efforts. Let’s dive in and explore how you can create a lasting impact!
Rose at the Grand Canyon
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