Audit & Roadmap: Revamping Donor Engagement
Background A community-focused arts nonprofit with over 60 years of history approached us with a need to elevate its planned giving program initiatives. Despite strong community support and a reputation for meaningful work, they struggled to grow and sustain their efforts, which posed long-term effects. They wanted to uncover gaps in their strategy, improve donor […]
The Thompson Family: A Multigenerational Vision for Giving
One of our clients recently approached us with a unique family: three generations with a shared desire to make an impact through philanthropy. They recently sold their family business and now have the resources to pursue philanthropy more directly. They had heard about our client’s recently established Legacy Planning Program and decided to learn how […]
The Wildflower Family: Cultivating a Purposeful Legacy
We had the pleasure of working with a remarkable couple, affectionately referred to as the Wildflower Family. Their beautiful home is as thoughtful as their philanthropic spirit—designed with the future in mind; it’s both environmentally friendly and built to address potential mobility needs. When we first visited, they gave simple directions: “Our front yard is […]
Dan & Erika: Legacy Planning from a Family’s Perspective
Dan and Erika (whose names and photo have been changed to protect their privacy) needed an estate plan. They had a few concrete goals, and as we walked through our signature program with them, we realized they’d be an amazing example of what the process looks like for most people. While every family is different, […]
Meet Kelsey: Demonstrating Her Values and Creating Important Moments for Loved Ones
Nonprofits shouldn’t only focus on conversations with established donors who “have it all together.” Legacy planning created space for this young woman to do important self-reflection–even in a season of major transitions.
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.
Meet Pete: A Self-Proclaimed ‘Pseudo-Parent’
A self-proclaimed “pseudo-parent” invests in the next generation through strategic legacy gifts and support of Hudson Hospital Foundation’s behavioral health initiatives. Pete might not be what comes to mind when you picture a “philanthropist.” He’s a normal guy with an infectious laugh, who’s totally at home grabbing appetizers and drinks with friends or hitting the […]
Meet John and Carolyn: Octogenarians Counting Their Blessings
They first came across the Apex legacy planning program when they began asking USM whether the school had anything a “memorial garden” like the pair had seen at Lawrence University. They thought a similar garden could create a unique and beautiful space for USM alumni and faculty–themselves included–to be remembered after they’re gone. The discussion about their eventual burial and memorial wishes led to questions about their will and wider estate plans, and the USM advancement team connected them with Apex.