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World Vision Advisor-Managed Donor Advised Fund
• Advisors Manage the Investments
• Donors Advise the Distributions
• World Vision Handles the Details
World Vision’s Advisor-Managed Donor Advised Fund was designed specifically for advisors and their clients.
The Advisor-Managed Donor Advised Fund allows donors to nominate their own financial advisors to serve as investment managers over their World Vision Donor Advised Fund.
Please contact us for details on setting up a World Vision Advisor-Managed Donor Advised Fund. 800-426-5753 or email: giftplanning@worldvision.org.
ADVISORS MANAGE THE INVESTMENTS
World Vision’s Advisor-Managed Donor Advised Fund allows donors to continue to benefit from their advisors’ expertise in managing their charitable fund investments after their initial gifts are made. As their Donor Advised Fund investments grow, donors have the ability to suggest even larger gift distributions to the charities of their choice. Through World Vision’s Advisor-Managed Donor Advised Fund, advisors have the opportunity to accomplish what they do best—manage investments.
Establishing a World Vision Advisor-Managed Donor Advised Fund is easy. The donor simply fills out a one-page form nominating their advisor as the Investment Advisor to their World Vision Donor Advised Fund. After receiving this form, World Vision then contacts the advisor regarding guidelines for Investment Advisors set by World Vision’s Fiduciary Management Committee.
DONORS ADVISE THE DISTRIBUTION
Tax-efficiency and choice are two of the primary reasons why donors open a World Vision Donor Advised Fund. Donors who wish to make substantial charitable contributions enjoy both immediate tax deductions and the ability to avoid capital gains taxes on long-term appreciated securities and other property.
Donors also value the freedom to select over time which charities they would like to support after their initial contributions are made. World Vision’s broad charitable mission ensures that donors can assist a wide range of charities locally, nationally, and internationally.
WORLD VISION HANDLES THE DETAILS
Donors especially appreciate that World Vision handles all of the administrative, reporting, and record keeping requirements related to their Donor Advised Funds. Administrative services are provided free of charge including:
- Gift Substantiation.
Donors will receive a letter for tax purposes acknowledging the receipt of contributions into their fund.
- Fund Reporting.
World Vision will provide donors with quarterly reports detailing all contributions, gifts, and investment activity related to their funds.
- Gift Distributions.
World Vision distributes gifts to qualified charities advised by the donors (following administrative review and approval). Gifts may be made anonymously at the donor’s request.
- Gift Confirmation.
Upon request, donors will receive a letter confirming each gift to charity from their funds.
As one of the largest charities in the U.S., World Vision has for decades received numerous types of donated assets, including real estate, closely held stock, limited partnership interests, and tangible personal property such as artwork and other collectibles. Our trained staff is available to assist donors and advisors in designing a charitable giving plan that works best for them.
World Vision has established the World Vision Financial Advisors Network which is made up of professionals dedicated to tax-wise charitable planning that benefits their clients. To learn more, visit www.wvfan.org or call 888-701-GIFT (4438).
Appreciated Securities
Bequests
Continuous Child Care Sponsorship Agreement
Pooled Income Funds
Charitable Gift Annuities
Charitable Remainder Trusts
Charitable Lead Trusts
Retained Life Estates
Charitable Bargain Sales
Charitable Vision Fund (a Donor Advised Fund)
Advisor-Managed Donor Advised Fund
Gifts of Other Assets
How to give other assets, such as: Retirement Plans, Real Estate, Closely-Held Stock, Partnership Interests, Tangible Personal Property, and Life Insurance.
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