Think you’re too young or don’t have anything of value to leave behind to care about Planned Giving?

Ask yourself these 4 simple questions:

Do you have a current and up-to-date Will or Estate Plan that expresses your faith, values, and intentions regarding what you wish to leave behind?


O
Yes      
O
No      
O
Unsure

Does your current Will and/or Estate Plan provide the right amount at the right time to your heirs with as little as possible going to taxes and probate?


O
Yes      
O
No      
O
Unsure

Does your current Will and/or Estate Plan protect your RRSP or RRIF accounts from taxation?
 
 


O
Yes      
O
No      
O
Unsure

Does your current Will clearly set aside sufficient funds to cover your funeral expenses?
 
 


O
Yes      
O
No      
O
Unsure

If you answered No or Unsure to even just one of these questions, you need to
set aside 22 minutes to watch or listen to our FREE planned giving webcast
hosted by Advisor’s with Purpose and Brad Bell, CEO of MAF Canada.


Complete this form to access the webcast and podcast.

Planned Giving Podcast
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What is a Planned Gift?

While many believe that planned giving is only about estate planning, few realize that a comprehensive planned giving strategy can also help you . . .

 

O Better provide for your current and future financial needs.


O Make the most of available tax benefits now and to your estate.


O Provide for the financial needs of charities to a greater extent than you might have thought possible.


Learn More. Join our free no-obligation seminar.