The Giving Gateway is a working relationship between ADVISORS with Purpose and Christian charity and ministry organizations.
This partnership, similar to an outsourcing arrangement, means you now have Christian planned giving specialists working for you, helping your donors through the planned giving process. Our combination of in-house planned giving expertise and access to a network of Christian financial advisors and legal professionals to help complete the process is truly unique.
Did you know…
Canadians hold only 9% of their assets in cash and cash equivalents; 91% is in non-cash forms (homes, cottages, businesses interests, art, etc.). And yet over 90% of all donations to charities are in the form of cash. That is a significant amount of untapped wealth that could be used for God’s Kingdom.
That the largest transfer of wealth in history will take place in next 10 years – over $400 Billion? And it is likely that billions of those dollars will be unnecessarily transferred to the government through capital gain and income taxes.
The Opportunity
- Often current estate documents overlook the tax advantages of charitable giving
- Most Canadians are interested in giving from their estates if presented with the opportunity and the mechanisms to do so and yet...
- Only 4% of Canadians give to charity through their Wills and
- 60% of Canadians do not have a current Will
- changing these statistics can produce larger one time estate gifts to charities and relieve the pressure on annual budgets.
The Realities
Due to this generational asset transfer, existing donors will no longer be able to fund at current levels and if the next steward has not been prepared, significant resources may be lost from Kingdom work. Consider that:
- 96% of Canadians are not giving from their Wills
- Many charities either cannot afford to hire planned giving staff or the current budget realities make planned giving a low priority
- Donors may prefer to work with unbiased third party professionals
What's in it for you and your donors
- expertise on estate planning and charitable designed to minimize taxes and fees and give more to Kingdom work
- access to online tools to help your donors think through the planned giving process in a straightforward, non-jargoning way
- access to a network of Christian financial professionals to help complete the planning process
- seminars and presentations at your donor events
- and much more - contact our office today to see how you can be part of The Giving Gateway.