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?
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.
2022 brings a fresh start. As we head into our first spring as Apex Legacy Consultants, we wanted to give an update on where we’re headed, and what to look for, in the new year.
By: Monique Kleinhuizen, Chief Marketing Officer, and Christy Boysen, Chief Executive Officer
What is a community foundation, and when should you consider working with one?
There are a lot of foundations out there: they’re big and small, local and national, independent or deeply connected to a specific cause or nonprofit. Of all the things our clients tend to get confused about, foundations probably top the list! We sat down with Mariah Brook at the Saint Paul & Minnesota Foundation to get answers to some of our clients’ most commonly-asked questions.
Long-term care is expensive, and there’s a lot of confusion about where funding comes from and what estate assets will be used to pay for it. Here’s a primer on what to think about when it comes to planning for long-term care in light of your estate goals.
Here are some tips and tricks for growing your planned giving program–even if you’re starting from scratch!
You’ve poured your heart and soul into your business or farm. Make a plan for who will take it over someday, and how, whether that transition is planned or unexpected.
After five years in this industry, I’ve seen it all: relationships gone awry, unanticipated financial situations, incredible generosity as well as unfortunate missed opportunities. Here’s what I’ve learned and why it’s so important to have a solid legacy plan in place in case the unthinkable happens.
I know we throw around the words “will” and “trust” all the time, and sometimes it can be hard to keep them straight. Here’s a basic overview of what a will is, what a trust is, how they’re different, and which might benefit your family.
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.”