Legacy Giving
Estate Planning is the single most significant act of stewardship we will ever undertake.
Advisors with Purpose (AwP), a national, Christian, non-profit organization offers you the services of professional estate advisors.
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Estate Planning is the single most significant act of stewardship we will ever undertake.
Advisors with Purpose (AwP), a national, Christian, non-profit organization offers you the services of professional estate advisors.
On March 26 at 7:00 PM ET, join Mary Lynn Huizinga for a webinar on legacy giving titled: Thoughful Planning for Life, Legacy and Loved Ones.
SIM partners with Advisors with Purpose to provide complimentary webinars on legacy planning to all its donors and employees. During each year, twelve webinars help you understand better how you can use a will to plan for your loved ones. SIM also covers complimentary one on one consultations with Christian financial advisors. Advisors with Purpose operate independently and receive no compensation tied to charitable designations. You have no obligation to include any charity and SIM receives no information about your consultation or its outcome. To learn more, contact Advisors with Purpose at plan@advisorswithpurpose.ca.
■ You can contact Advisors with Purpose directly by phone (1-866-336-3315) or email (plan@advisorswithpurpose.ca) or via the link on our website to book an appointment with an Estate Specialist.
■ AWP will send you a link or a form to complete with general information about your assets, family, and heirs. No account information, or passwords will ever be requested.
■ The Estate Specialist meets with you by phone or zoom, reviews your information, asks key questions, and helps you consider some options.
■ A personalized plan is prepared for you and is sent to you online or by mail.
Ready to move forward on your will?
Book your free, confidential appointment with Advisors with Purpose today.
April 29, 7:00pm ET
Planting Roots and Planning Ahead: Estate Essentials for New
Canadians - Abraham Somavarapha
May 27, 8:00pm ET
Legacy in Motion: Living Generously with a Future in Mind - Lorne
Jackson and Mary Lynn Huizinga
June 16, 8:00pm ET
Planning Through Complexity: Estate Planning for Families in
Challenging Situations - Mary Lynn Huizinga
Craig and Lisa, a couple in their forties with no children, had never given much thought to writing a will. They assumed everything would simply pass to the other and left it at that. But when one of their favourite charities invited them to consider how their growing assets could have purpose now and in the future, they decided to explore it further.
Talking with an estate planner, they were surprised to learn that without a will, a significant portion of their estate would be lost to taxes. That conversation changed everything. Craig and Lisa created a plan that reduced their tax burden and directed meaningful gifts to the charities they love—giving new purpose to the resources God had entrusted to them.
There are no obligations, and no one will sell you anything—just wise guidance to help you plan well.
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