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Beneficiary
Giving

Creative Giving Home

Will or Trust Beneficiary designations Stock or mutual funds IRA - Qualified Charitable Distribution Workplace matching gift Corporate partnerships

Contact Us

Beneficiary
Giving

Creative Giving Home

Will or Trust Beneficiary designations Stock or mutual funds IRA - Qualified Charitable Distribution Workplace matching gift Corporate partnerships

Contact Us

Making a gift through beneficiary designation

A beneficiary designation gift is a simple and affordable way to support the causes important to you. You can designate us as a beneficiary of a retirement, investment, or bank account as well as a donor-advised fund or your life insurance policy.

To designate a beneficiary gift, contact your retirement plan administrator, insurance company, or financial institution for a new beneficiary designation form. Complete it with the names of your beneficiaries and return the completed form.

Join the Legacy Circle

If you’ve already included World Help in your estate plan, please let us know so we can thank you and welcome you to the World Help Legacy Circle.

Join the Legacy Circle

If you’ve already included World Help in your estate plan, please let us know so we can thank you and welcome you to the World Help Legacy Circle.

Questions? Concerns? We’re here to help:

Email us at PlannedGiving@worldhelp.net
Call us at 800-541-6691

Disclaimer: The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor.

Tax ID #54-1615454

Our Financial Commitment

Your gift will be used exclusively for the exempt purposes of World Help, a 501(c)(3) organization, and will be considered tax-deductible to the full extent allowed under the federal tax laws. You should consult with your personal income tax advisor for more guidance about your individual tax situation. Gifts are considered to be without restriction unless explicitly stipulated by the donor. All restricted gifts for a specific project receive an administrative assessment, which is used to offset administrative and fundraising costs.

If contributed funds exceed the specific need of a project, or due to unforeseen circumstances the project cannot be completed, those funds will be used where they will make the greatest impact to fulfill the mission and purpose of World Help. You can access World Help’s full financial reports at worldhelp.net/financials.

You may also request a hard copy, as well as descriptions of World Help’s programs, by calling 800-541-6691.

Graphical illustration of the World Help financial breakdown and accountability.