Will the Legacy you Leave reflect the Life you Lived

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The Christian and Missionary Alliance in Canada has partnered with ADVISORS with Purpose, a ministry committed to helping people manage their assets according to their faith and values. 

Our partnership provides you with the services of Christian planned giving specialists that work for you and help you through a strategic estate planning process. This service is provided at no cost to you, there are never any obligations, it is completely confidential, and the Estate Planners will never sell any product.  We know that the help received from them will further your desire to be found a faithful steward of all that God has entrusted to you.

Shutterstock 241858195To schedule an appointment with an Estate Specialist please click here

Shutterstock 668228353To share this partnership with your church, please contact Tanya Prinsep by clicking here

Shutterstock 421094143If you aren't sure if this is right for you, please consider these 6 quick questions. Click here

 

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What is Estate Planning?

Estate planning is the process of anticipating and arranging for the disposal of your stuff during your life.  Estate planning typically attempts to eliminate uncertainties over the administration of your will and maximize the value of the estate by reducing taxes and other expenses.

What is Planned Giving?

Planned Giving is one of the most valuable ways to create a legacy that reflects the life you lived and what you believe while looking after those entrusted to you.

A ‘planned gift’ is any major gift, made in lifetime or at death as part of a donor’s overall financial and/or estate planning.

What is Christian Estate Planning?

Your Will is the last statement you will ever make therefore you want it to be a meaningful one!

The inheritance you leave to your heirs is about more than the monetary assets of your estate; it is about their best interests and the values you want to pass on.

  • What will be the spiritual inheritance you leave?
  • Do you have a Will that adequately reflects your heart?
  • Will your legacy of giving extend beyond your own life?

Do you have a Will that reflects your heart?

  • Do we acknowledge that God is the owner of everything and we are simply stewards of all He provides?
  • Are we actively listening to God as we prayerfully prepare our Will as a godly steward?
  • Have we found other faithful stewards of God’s resources into whose trustworthy hands we can transfer part of our estate?
  • Does our Will tell the story of our faith walk, as a continuing witness to God’s faithfulness and love for us?

How does it work?

  1. Connect with Advisors With Purpose (AWP) by phone at 1-866-580-9319 or by email at plan@advisorswithpurpose.ca to book an appointment with an Estate Specialist
  2. The Estate Specialist will meet with you by phone to review your information, ask some key questions and help you consider some options
  3. The Estate Specialist prepares a personalized plan for you
  4. Meet with the Estate Specialist again by phone to review the plan, ask questions and talk about next steps
  5. Meet with your own personal lawyer and other financial professionals to implement the plan as you wish