At Apex, we believe “legacy” is rooted deep. Behind every volunteer hour or financial decision or legacy plan our clients make, there’s a profound story of why. Why we give, the people that taught...
Today we chat with Katelyn Larson, operations manager extraordinaire, about what legacy means to her and what she loves most about her role.
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.”
We’re in a new season as Apex Legacy Consultants, but there are a lot of things about our forerunner company, Gift Planning Services, that we want to hold tight to. For starters, GPS CEO Jenny...
We know that a comprehensive deep-dive legacy planning program isn’t for everyone. We’re introducing 20- and 60-minute consulting options to help create legacy planning next steps to fit every budget and stage of life.
Some things look a little different this week, but one thing doesn’t: we’re still committed to helping families, and the organizations they love, maximize their impact on the world.
It’s been a joy to lead Gift Planning Services for over 20 years. With mixed emotions, I’ve decided I’ll be stepping down from my role at the end of the month. Here’s what’s ahead for our team and our beloved clients.
At GPS, we focus on legacy and estate planning. But in order to leave a solid financial legacy, you have to start strong! Here’s a how-to on moving into adulthood—or any new phase of life—with a solid, effective financial plan.
A preamble, or statement of faith, can be a great way to add personality and get a little philosophical as you lead into your will or estate plan. Here’s what to think about if you’re considering adding one.
In our work, we meet with very diverse families, of all means and lifestyles. As we help them consider all the ways they can support the causes they love, sometimes the options surprise people. Here are a few non-cash ways to support charity through your estate.
From cinematic videos to spoken “Legacy Letters,” we’ve developed a number of creative ways you can share your story and words of wisdom with those you love.
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.