by Monique Kleinhuizen | Oct 21, 2021 | Charitable Giving, 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 Nohelty is one of the most generous people out there. Not only has she...
by Jessica Nafe | Jul 14, 2021 | Charitable Giving, Estate Planning, Family Resources, Nonprofit Resources, Stories
This past year has been a doozy, hasn’t it? I was one of the unlucky ones who finished college just as the pandemic was getting started. That means I also had to navigate starting a new job amidst the uncertainty of COVID-19. As I started in my role at Apex, I had a...
by Monique Kleinhuizen | Jun 9, 2021 | Charitable Giving, Family Resources, Legacy, Nonprofit Resources
As we reach the end of the legacy planning program with a donor or family, we give some practical steps that can help communicate their plan and make sure those they love, and the causes they care about, know what to expect. At Apex Legacy Consultants, we’re an...
by Ryan Johnson | Jun 2, 2021 | Charitable Giving, Estate Planning, Family Resources, Giving Stories, Nonprofit Resources
There are an abundance of trust options out there. Each one can help families with their current financial planning or, more commonly, in estate planning. My clients ask me all the time about the differences between these products, because they can have dramatically...
by Jenny Nohelty | May 12, 2021 | Charitable Giving, Estate Planning, Family Resources, Law and Legislation, Legacy
Legacy planning can be complex. I’ve been doing this work for 20 years, and I still learn new things each day. My team and I at Apex Legacy Consultants do everything we can to stay up-to-date on the latest legislation, the most current gift planning tools, and...
by Ryan Johnson | Apr 28, 2021 | Charitable Giving, Estate Planning, Family Resources, Giving Stories, Legacy, Nonprofit Resources
Planned giving. Gift planning. Legacy planning. Even estate planning. They’re all slightly different angles on the same thing: taking a 10,000-foot view of one’s finances and incorporating charitable strategies into them. Being mindful about the assets that make up...
