In recognition and appreciation of you, our dedicated supporters who partner with us to alleviate poverty through microfinance would like to offer you an opportunity that we believe will be of value as you continue to steward your resources and plan your future.
Opportunity International Canada has selected ADVISORS with Purpose™, a nationally recognized organization that works with charities and donors in the areas of Legacy Giving, Estate Planning and Wills, to offer you a complimentary and confidential Estate Planning service.
IS AN ESTATE PLAN FOR YOU?
Not sure if an Estate Plan is right for you? Take the Advisors with Purpose short, confidential survey to find out.
To offer you more information on this topic, ADVISORS with Purpose (AWP) hosts 1-hour Legacy Giving, Estate Planning and Wills Phone Seminars at various times through the year. On these calls you will receive information to help you understand the critical issue of providing for your family, reducing your tax burden, and how you can continue supporting charities of your choice. In addition, twice a year, AWP will host an exclusive call for Opportunity International Canada where Dale Patterson, President and CEO will share a brief organizational update, prior to the presentation.
AWP's Exclusive Calls For Opportunity
AWP's General Calls
- Tuesday, February 21st - 3-4pm EST
- Tuesday, March 14th - 3-4pm EST
- Tuesday, April 11th - 3-4pm EST
- Tuesday, June 13th - 3-4pm EST
- Tuesday, October 17th - 3-4pm EST
Register for a phone seminar by contacting ADVISORS with Purpose at 1-866-336-3315 or by email to email@example.com. When registering, please provide your name, email address, phone number and that you were invited by Opportunity International Canada - along with the date of the call you wish to attend. AWP asks registrants to RSVP at least 3 days prior to the call; at which time they will follow up with call-in details.
Read testimonials from Canadian's who have used ADVISORS with Purpose.
We invite you to find out how ADVISORS with Purpose can assist you in planning for your future. Call an Estate Specialist at 1-866-336-3315, register for an upcoming Phone Seminar, or complete this survey to find out if an Estate Plan is right for you.
FOR MORE INFORMATION
If you have questions regarding this partnership contact Stefanie Joseph, Donor Relations Coordinator at firstname.lastname@example.org.
- 3-min Video – Why an Estate Plan?
- The Giving Gateway: AWP's Online Estate Planning Tool - Create your own personal, confidential giving plan