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Legacy Planning Basics
Legacy Planning Basics

If you’re a car dealership, it doesn’t take a lot of explaining for people to understand what you’re about and why they’d stop in to see you.  When we say we’re legacy consultants, we sometimes get blank stares from people. People understand what a will is. They might...

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Meet Denny and Bonny: Using a Legacy Plan as a Leadership Tool

Meet Denny and Bonny: Using a Legacy Plan as a Leadership Tool

Our clients Denny and Bonny have a deeply-rooted belief in giving back to the nonprofits and ministries that mean the most to them. When they created their legacy plan with Apex, they reached some practical goals–caring for their adult children and maintaining the vacation home that means so much to their family–but celebrated their financial philosophies, too. By involving their children in managing a donor-advised fund, and breaking eventual inheritances into bite-sized and tax-efficient pieces, they’re leading by example. Here’s their story.

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Foundations and Endowments: What’s the difference, and should your nonprofit have one?

Foundations and Endowments: What’s the difference, and should your nonprofit have one?

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.

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The Pros and Cons of a Charitable Trust

The Pros and Cons of a Charitable Trust

Charitable trusts are so powerful, we sometimes call them “give it twice” trusts. But while they mean a huge gift to charity and a tax-efficient income stream to loved ones (or you!), they’re not without some caveats. Here are a few reasons to consider–or hold off on–setting up a charitable trust as part of your legacy plan.

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Including Pets in Your Legacy Plan

Including Pets in Your Legacy Plan

If you have a pet, I’m sure you’ve made plans for their care at some point. Maybe you were taking a vacation or had a busy workday and just wanted to ensure they were properly taken care of. Most of us don’t bat an eyelash at these forward-thinking plans for our furry friends, but we often forget about ensuring their long-term care in case something happens to us.

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Our Favorite Charitable Giving Tools (And Who Should Consider Them)

Our Favorite Charitable Giving Tools (And Who Should Consider Them)

Our focus is on legacy planning…but we’re always helping donors identify the most effective ways to give charitably–starting now! There are CRUTs and CRATs and DAFs and ILITs and QCDs, and while we’ve just scratched the surface of the many charitable giving tools out there, all the acronyms can seem like alphabet soup. If you’re just wanting an overview, here’s a crash course on the most common giving vehicles…and when they might be a good fit.

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Travel Can Be Risky: Here’s How to Prep for Your Next Trip

Travel Can Be Risky: Here’s How to Prep for Your Next Trip

People often want help “getting their ducks in a row” before a major life change or milestone. Another reason people reach out to Apex: international trips. It’s smart to prepare well, communicate your travel plans with loved ones, and take precautions for your safety and security while abroad. We talked with Kara Rodriguez, Mission Director at Scalpel At The Cross, about the ways she helps her international medical teams prepare

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