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Frequently you can enjoy greater tax advantages and enlarge your gift by making gifts of stock rather than cash. Special tax advantages are available by giving publicly traded stocks, shares in mutual funds, and certain other assets. Here are eight questions to consider. (Click the to expand each question.)

Show details for Why should you consider giving stock rather than cash?Why should you consider giving stock rather than cash?


Show details for What about long-term appreciated securities?What about long-term appreciated securities?

Show details for Does this rule apply to short-term appreciated securities?Does this rule apply to short-term appreciated securities?

Show details for Should you donate stock which has decreased in value?Should you donate stock which has decreased in value?

Show details for What is a "bargain sale" donation?What is a "bargain sale" donation?

Show details for Can you give stock which is subject to a corporate takeover or liquidation?Can you give stock which is subject to a corporate takeover or liquidation?

Show details for Why donations of closely held corporation stocks may be beneficial to you.Why donations of closely held corporation stocks may be beneficial to you.

Show details for How you can donate stock to World Vision.How you can donate stock to World Vision.

We'll be happy to assist you with any additional information you may need in your charitable financial planning.

You can contact us by calling 1-800-723-5888 or e-mail: stockgifts@worldvision.org

 


 


 

 

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