We appreciate you, our dedicated supporters who partner with us to alleviate poverty through microfinance. We would like to offer you an opportunity that we believe will be of benefit to you and those you care about most as you 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 Estate Planning, Wills and Legacy Giving - to offer you a complimentary, personal and confidential Estate Planning service.
Perhaps you or your friends have dealt with the difficulty and disappointment of an inadequate Will following the loss of a loved one. It is an unfortunate circumstance that can be avoided with the right planning.
This May and November we are hosting a phone seminar called "Estate Planning - It's more than just a Will" where Lorne Jackson of ADVISORS with Purpose will help you consider how good planning can help you maximize benefits to loved ones, reduce your tax burden and how you can continue to support your favourite charities. Dan Murray, Opportunity International Canada’s President and CEO will speak at the beginning of these calls offering a brief organizational update, followed by Lorne’s presentation. At the end of the presentation, there is an open question period.
Register by selecting your preferred date
ADVISORS with Purpose directly 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.
Examples of how an Estate Specialist can benefit you
Read the following examples from Canadians who have benefited by ADVISORS with Purpose Estate Planning service.
We invite you to find out how ADVISORS with Purpose can assist you in planning for your future.
- Questions for an Estate Specialist today – call ADVISORS with Purpose at 1-866-336-3315.
- Schedule a time to speak with an Estate Specialist about your specific situation – book the appointment by clicking here and choosing your preferred day/time.
- Interested in hearing more? Click the links to register for either our May 7th or November 14th "Estate Planning - It's more than just a Will" Phone Seminars.
- Not sure if an Estate Plan is right for you? Complete this confidential survey to find out.
If you have questions regarding this partnership contact Stefanie Joseph, Donor Relations Coordinator at firstname.lastname@example.org.
Thank you for allowing us the privilege to share this opportunity with you. We believe it will be a benefit to you and those you care about most.
- 3-min Video – Why an Estate Plan?
- The Giving Gateway: AWP's Online Estate Planning Tool - Create your own personal, confidential giving plan