Gifts of Closely Held Stock

If you own closely held stock and it is transferable, it may be advantageous for you to gift it to World Vision. Gifts of closely held stock may qualify for a charitable income tax deduction based on the appraised fair market value of the stock. You may give such stock outright, use it to fund a life-income arrangement such as a Charitable Remainder Unitrust or FLIP Trust, or gift it through your estate. You may also use closely held stock to fund a Charitable Lead Trust. Since World Vision does not normally hold stock long-term, acceptance of closely held stock may depend on the company’s ability to redeem the stock. Gifts of closely held S-Corporation stock to a charity are now permissible.

Email the World Vision Gift Planning Department, or complete the personal illustration form so that we can assist you.


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.