Maximize Your Donors' Legacy Potential

Maximize Your Donors' Legacy Potential

We believe that ordinary people⁠—in partnership with their favorite nonprofits⁠—can make an incredible difference in the world.  We empower your donors to identify and execute their values through your organization’s mission.  And, we help donors identify and articulate their values; preparing for the future through thoughtful planning, charitable deductions, personal storytelling, and generosity.

We’d love to partner with you in this important work.

Nonprofit Planned Giving
Support & Strategy

Are you lacking the time or resources to invest in planned giving? Do you want to expand the types and sizes of gifts you can accept? Want to grow long-term and non-cash giving? Let Apex maximize your resources by providing expertise, materials, and guidance focused on planned giving.

Personal & Family Legacy Planning

No matter your age, stage of life, or estate size, you can leave a meaningful legacy! Whether you need a quick review of a current legacy plan, have questions about charitable giving, or want to create a comprehensive, strategic plan from start-to-finish, we’ll partner with you to create a plan that fits your circumstances.


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We highlight meaningful case studies, key observations and statistics, and what is new in philanthropy each month.