Who is ADVISORS with Purpose?

ADVISORS with Purpose is a non-denominational Christian ministry organization committed to serving donors, charities, and ministries to release more resources for God’s Kingdom. They work in partnership with charities and provide Christian planned giving specialists who can helping donors through a strategic planned giving process.

Is it a charity?

ADVISORS with Purpose is part of the Financial Discipleship Canada Family of Ministries.
They do not compete with charities – rather they help to direct money to Christian charities.

What is the partnership between The Fellowship and ADVISORS with Purpose?

The Fellowship has partnered with ADVISORS with Purpose in order to connect our churches and pastors with qualified financial specialists who can help plan for a will that reflects the faith, values, and desires of those within Fellowship congregations.

While this is an often overlooked area of charitable giving, it can have significant impact on the long-term sustainability of the work that the Fellowship does in communities across Canada and around the world, as well as the Kingdom-building work being done by other charities.

ADVISORS with Purpose helps guide people to give in ways that are not only Biblically sound, but strategic and this helps release more to help build the Kingdom – specifically by helping participants to redirect money and assets from their estate to Christian charities, rather than having those funds go to the government in the form of taxes.

Is there a charge for their services?

The Fellowship pays ADVISORS with Purpose a monthly fee to help us in this specialty area. This enables us to focus on our areas of ministry, while they focus in their area of expertise: guiding people to giving to charities that are making a Kingdom impact.

Will there be a charge for me if I contact them?

This service is available free to you. You can call them for general advice and answers but the real power in helping to further the Kingdom is when they walk you through a complete estate planning process.

Can I test the service out?

Absolutely! You may wish to start out by trying out the Giving Gateway. This is a completely confidential simple app that allows you to add your information and get an overview of some options that might be available to you. If you think that you would like more details, a personalized plan, and/or have your questions answered, you can then speak to an estate specialist.

When you first meet with an estate specialist, you may prefer using general numbers rather than your actual ones and that’s okay. If you find you are receiving beneficial information and advice, you can then use your real information.

Is there any benefit to me if I am not really wealthy?

Stats gathered by ADVISORS with Purpose have shown that most of the average person’s financial worth is in non-cash forms like RRSP assets, life insurance, your house, and your vacation home for example, and that some of these are the very things that create tax bills at the time of death. They tell us that even the most modest family can benefit from estate planning.

What if I am not really good with understanding financial details?

The process is more about helping you create a meaningful legacy through your will. Their specialists will listen to you, your heart, and values and speak to you in plain language. At the end of the process they will provide you with a folder with your estate plan in it – in easy to understand language. You can then take this to a lawyer and have a will prepared for you.

Will the church/charity get a copy of my estate plan?

This is a confidential process and ADVISORS with Purpose will not disclose any of your information.