What is the Difference Between Foundations and Endowments?
At Apex, we lead people and families through a personalized legacy planning program. We educate them on their charitable giving opportunities and help them visualize the impact they can have on their loved ones and communities. Often, these conversations lead to significant charitable gifts–sometimes the biggest of our clients’ lives. One way that nonprofits can be ready for those gifts is to set up a foundation or endowment. Here’s an overview of when–and how–to do that.
7 Questions to Ask a Nonprofit Before Making a Major Gift
Before clients make their charitable intentions official, we encourage them to do a little research on and ask a few questions about the organizations they want to remember with a bequest or other planned gift.
Top 5 Tax-Effective Ways to Give at Year-End
As you begin to make year-end giving decisions, you might wonder how to make the biggest bang with your philanthropic buck. Here are some ideas for giving in a big way, even without impacting your day-to-day cashflow.
Legacy and Estate Planning Basics
We function as third-party consultants, “sitting in the middle” with clients as they create a legacy plan that celebrates their values and what makes them unique, while maximizing how they’re […]
How to Infuse “Legacy” into Your Organization’s Fundraising Strategy
Here are some tips and tricks for growing your planned giving program–even if you’re starting from scratch!
How to Write an Estate Plan Preamble
The preamble to the Constitution is probably one of the most quoted parts of the document that’s so foundational to our nation. The Constitution, just like a Will or estate plan, is full of nuts and bolts. It gives instructions for how our country is to operate at a practical level. And while things are added as significant court cases are decided, it’s remained largely untouched in the centuries since the United States was founded. In the same way, a Will contains a lot of nuts and bolts about how an estate is to be handled and distributed.
Estate and Legacy Planning Terms to Know
Here’s your ultimate cheat sheet of definitions and terms to help you talk like an insider at your next legacy planning meeting!