ADVISORS with Purpose™ Confidential Estate Planning Survey for Opportunity International Canada Supporters

Opportunity International Canada has partnered with ADVISORS with Purpose (AWP) to assist supporters in the areas of Will and Estate Planning. For more information about AWP, and the ways they can be of service to you, visit www.advisorswithpurpose.ca or contact them toll-free at 1-866-336-3315.

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* 1. What is your age category?

under 35

35-45

45-65

55-65

over 65

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* 2. Do you have a current and up to date Will that you feel expresses your values and wishes regarding what you will leave behind in your Estate?

Yes

Unsure

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* 3. Does your 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?

Yes

Unsure

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* 4. Does your Will and/or Estate Plan protect your RRSP or RRIF accounts from taxation?

Yes

Unsure

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* 5. Does your Will and/or Estate Plan protect your family vacation property from taxation?

Yes

Unsure

Not applicable

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* 6. Would you be interested in speaking with an Estate Specialist who could offer you a free and confidential Estate Plan?

Yes

Unsure

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* 7. If you answered 'yes' or 'unsure' to the last question, please provide the following information and an Estate Specialist will follow up with you:

Name:

Address:

City/Town:

Province:

Postal Code:

Email Address:

Home Phone:

Work Phone (if applicable)

Best time to call:

Comments:

ADVISORS with Purpose is a ministry of the Canadian National Christian Foundation and helps Christian organizations meet the needs of their donors in the areas of charitable Estate Planning as well as capital gain issues relating to the sale of long-term capital assets. In both areas, their desire is to assist the individuals they serve by minimizing taxes, providing for their families and retirement, and increasing charitable gifts.

For donors and volunteers, Estate Planning may be the most important act of stewardship he or she will ever undertake. Sadly, the traditional planning approach has been to find ways to pay taxes at the time of death making the government an unintentional, but major beneficiary. Opportunity International Canada has asked ADVISORS with Purpose to make their services available to you without cost or obligation. AWP does not sell insurance or any other product; they will simply study your information and develop a plan that will maximize your goals for family and ministry while minimizing or even eliminating taxes. Your personal financial information will not be shared with Opportunity International Canada and will be held in the strictest confidence by AWP’s professional associates.

We hope that these services will be a blessing and a help to you, your family, and the organizations that you are passionate about.