10 Ways to Raise Generous Kids
Parents want the best for their children. And when it comes to legacy planning, they often have two main goals: care for their kids’ financial future, and make a positive impact on their community and causes they care about. What about doing BOTH?
How will people talk about you when you’re gone?
Christy wears a lot of hats at Apex, and no two days are the same. Here she shares why she loves this work and how she thinks about “legacy.”
How to Tell a Nonprofit You’re Leaving a Legacy Gift
You want your favorite nonprofits to be able to plan for your future gift, but you don’t want to be treated weirdly in the meantime. Here’s a primer on how to bring them up to speed—and what to expect in return.
So You Have a Legacy Plan. Now What?
A legacy plan usually takes a lot of time and intentionality to put in place. If you’ve finished a plan, congratulations! But you’re never quite done. Here are some easy steps to take, once a plan is in place, to communicate your wishes and keep everything current.
How to Write a Legacy Letter
There are a lot of details that go into a legacy plan: who gets what, and how assets should be handled, are essential elements that need to be spelled out clearly. But it’s also important to consider the relational side of your legacy. Here’s one great way to leave a meaningful impact on those that matter most to you.
Should Your Nonprofit Treat Legacy Donors Differently?
A donor has indicated they’re remembering your organization in their estate plan. How you react and treat them will make all the difference. Here are some ideas for maintaining and growing your relationships with your most devoted donors.
Important Documents to Keep with Your Legacy/Estate Plan
Wondering what your loved ones will need to carry out your wishes? Here’s a handy checklist of the information to pull together, and keep together, for when the time comes.