fbpx

Blog

10 Ways to Raise Generous Kids

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?

read more
Create a Legacy That Lasts…Starting Right Now!

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.

read more
Hello, 2022!

Hello, 2022!

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

read more
Q&A with Mariah Brook

Q&A with Mariah Brook

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.

read more
Five Reasons You Need a Will or Estate Plan

Five Reasons You Need a Will or Estate Plan

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.

read more
What is a Will vs. What is a Trust?

What is a Will vs. What is a Trust?

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.

read more
Share This