Do you have all the information you need regarding wills and estate planning?
Questions to ask yourself...
Do I have a current and up to date Will?
...only 58% of Canadians can answer yes…
Does my will protect my family vacation property from taxation?
...70% of estate transfers fail to meet their objectives.
Does my Will protect my RRSP or RRIF from taxation?
...Billions of dollars are needlessly being transferred to the government through capital gain and income taxes because people haven’t planned well…
So why is this page entitled "Planned Giving and Fundraising" if we are actually talking about Estate Planning? Well, think about this for a moment. Has your church ever talked about the legacy gifts that people might leave to your church through their wills? We're really talking about long-term "fundraising" or establishing a planned giving platform for your church . If it's help with bottle drives, fundraising banquets and other forms of raising money for your church, you probably know just as much as we do. If you're needing advice about capital campaigns for your new building project, we can help with that - please contact Dan Cody at firstname.lastname@example.org.
But this page is about the partnership we have formed with Advisors With Purpose and how they can help your church families with planning their estates to ensure that they are leaving more to family, your church, other charities and less to government taxation.
The number one benefit of completing a Will and Estate Plan is peace of mind— knowing that your goals, values and faith are reflected in your Will.