Individuals and Families

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You've most likely found Advisors with Purpose through a charity, church or ministry that you are connected with.  We are glad you are here.

Our services are available through our relationships with our Partner Charities. We offer planned giving specialists who can help you think through your decisions regarding your estate and ensure that your estate plan and Will reflects your life, faith and values. These services are free and confidential to supporters and friends of our partner charities.

If you are a donor or supporter of one of Partner Charities and would like to schedule a time with an Estate Specialist, please contact us.

If you would like more information on Planned Giving, please click here.