Please take a moment to complete this survey from our partners at Advisors with Purpose, a non-denominational Christian ministry that exists to help you create an estate plan that reflects your faith and values. (See bottom of survey to learn more about Advisors with Purpose.)

Question Title

* 1. Which category below includes your age?

Question Title

* 2. Do you have an up-to-date will that you feel reflects the legacy you wish to leave behind?

Question Title

* 3. Does your will consider potential taxes and fees and does it include strategies to reduce them?

Question Title

* 4. Does your will/estate plan protect your RRSP or RRIF accounts from taxation?

Question Title

* 5. Does your will/estate plan include a plan for your vacation property/cottage should you wish to pass it on to others?

Question Title

* 6. Does your will/estate plan ensure that your sponsored child/ren will be able to complete the Compassion program?

Question Title

* 7. Are you certain that you have chosen an executor that understands his/her role and is equipped to carry out what is necessary?

Question Title

* 8. If applicable, does your will consider the needs of a child with disabilities or exceptionalities? 

Question Title

* 9. Would you be interested in speaking with one of our trusted partners offering free and confidential estate plans?

Question Title

* 10. If your answer to the last question was "yes" or if you are unsure, please provide the following information and an estate specialist will follow-up with you.

Compassion Canada has partnered with Advisors with Purpose, a Christian organization that is part of the Financial Discipleship Canada family of ministries. They offer valuable expert advice on how to keep the tax burden low in order to maximize what your loved ones and your favourite charities receive.

Working with Advisors with Purpose is a free and confidential service offered to Compassion supporters as a gift to say, “Thank you for your faithful support.” Even if you already have completed a will, this second opinion and advice may be very valuable to you.

Advisors with Purpose does not sell insurance or any other product; they will simply review your information and develop a personalized plan that will maximize your goals for family and ministry while minimizing or even eliminating the tax burden. Your personal financial information will not be shared with Compassion Canada and will be held in the strictest confidence by Advisors with Purpose professional associates. Learn more at www.advisorswithpurpose.ca or call 1-866-336-3315.

Thank you for taking the time to complete this survey! We pray that this service we are offering is a blessing to you, your loved ones and the charities you faithfully support.

Question Title

* 11. Can Advisors with Purpose share these survey results with Compassion's Legacy Giving Team? If you check no, your results will be viewed by Advisors with Purpose only.

T