Legacy Giving

The Box the Family Will Thank You For

Most of us organize our closets, label our photos, and save recipes for the people we love but very few of us prepare the things our family will actually need when life suddenly changes. This warm, practical, and surprisingly encouraging webinar will walk you through creating a simple “Goodbye Box”. It is a place to gather the important documents, information, wishes, and personal details your loved ones would otherwise be left searching for during one of the hardest moments of their lives. More than paperwork, this is about peace of mind. It’s about making things easier for the people you love most. Whether you’re just getting started with estate planning or simply want to feel more prepared, this session will help you take meaningful steps with clarity, care, and confidence. Because one of the greatest gifts you can leave your family is less stress and more certainty.

To register, please contact Advisors with Purpose at register@advisorswithpurpose.ca or click here to register online.

When Someone Else Needs to Speak for You

Many people assume that if something unexpected happened, their spouse or adult children would automatically be able to make decisions for them. In reality, that is often not the case. Questions around powers of attorney and living wills are some of the most misunderstood parts of estate and personal planning. People are often unsure what these documents actually do? When they come into effect? Who should be chosen? What authority they give? And what can happen if they are missing or outdated?

In this practical 30-minute webinar, we’ll explore the important role powers of attorney and healthcare directives play in protecting both you and your family during illness, incapacity, emergencies, or later stages of life. It’s about making your wishes known, reducing stress for loved ones, and ensuring trusted people are able to help when needed most. Whether you are creating these documents for the first time or reviewing older plans, this session will help bring clarity and confidence to an area many people avoid simply because they don’t fully understand it.

To register, please contact Advisors with Purpose at register@advisorswithpurpose.ca or click here to register online.

It Might Be Time: Updating Your Estate Plan For a New Stage of Life

You created your will when your children were young, your priorities were different, and life looked very different than it does today. But if your children are now adults and your estate plan hasn’t been revisited in years, it may be time to take another look. Join us to explore why estate plans should evolve alongside your family. As children grow older, relationships shift, assets change, responsibilities expand, and new questions often emerge around executors, powers of attorney, inheritances, family communication, aging parents, blended families, and long-term planning goals.

This session will help you understand when an estate plan should be reviewed, common areas families overlook after children become adults, and how to approach planning conversations with grown children in healthy and productive ways. We’ll also discuss practical updates that may help reduce future confusion, protect family relationships, and ensure your current wishes are clearly reflected in your documents.

To register, please contact Advisors with Purpose at register@advisorswithpurpose.ca or click here to register online.

Giving Smarter: A Simple Guide to Donor-Advised Funds

You want your giving to make a difference.
But figuring out the smartest, simplest, and most effective way to give can sometimes feel surprisingly complicated. What is a donor-advised fund exactly? How does it work? Is it only for wealthy families? And why are more Canadians choosing this approach for charitable giving?
In this webinar, we’ll unpack everything you need to know about donor-advised funds (DAFs) in Canada —without the jargon or complexity.

We’ll explore how donor-advised funds work, the flexibility and tax advantages they can offer, and how they can help individuals, families, and business owners give more intentionally over time. Whether you’re supporting your church, favourite charities, community organizations, or causes you care deeply about, this session will help you understand how a foundation-style approach to giving can simplify generosity and create lasting impact.

To register, please contact Advisors with Purpose at register@advisorswithpurpose.ca or click here to register online.