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Create a Legacy That Lasts…Starting Right Now!

At Apex, we play the “long game” with donors, helping them figure out the very best and most tax-efficient ways for them to make a difference for the causes they care about. Sometimes that’s today, and sometimes it’s fifty years from now! To kick off a brand new year, we asked our friend and philanthropy consultant Sybil Ackerman-Munsonto share some of her best tips for creating a legacy that makes a real difference, and how donors can start that process immediately.