by Monique Kleinhuizen | Dec 2, 2022 | Charitable Giving, Estate Planning, Family Resources, Giving Stories, Legacy, Stories
“Uffdah: it’s a common refrain in our house,” says Apex CEO Christy Boysen. She can rattle off, in detail, the family traditions that are non-negotiable on her calendar: lefse-making and cookie-baking days with the women in her family before Christmas. Plus the...
by Christy Boysen | Nov 13, 2022 | Charitable Giving, Estate Planning, Family Resources, Giving Stories, Law and Legislation, Nonprofit Resources
Apex Legacy Consultants has helped donors give over half a billion dollars to the causes they love over the years. We’ve worked with donors from all walks of life. They approach life differently. They vote differently. Their family situations and the businesses...
by Monique Kleinhuizen | Mar 25, 2022 | Giving Stories, Legacy, Stories
Start with Your Story: How to Build the Foundation for a Meaningful Legacy Plan When we tell people what we do at Apex, we tend to use terms like legacy planning, estate planning, financial consulting, and tax-efficient gift giving. But before we ever talk assets or...
by Monique Kleinhuizen | Sep 3, 2021 | Giving Stories, Legacy, Stories
It’s been just over one month since Jenny Nohelty announced she was stepping down from her role as CEO of Gift Planning Services. Before we knew that change was coming, COO Christy Boysen and I had been casually talking about what it would look like when Jenny...
by Jenny Nohelty | Jul 20, 2021 | Estate Planning, Giving Stories, Legacy
My team often jokes that if I take too long running an errand, it’s probably because I’m telling a perfect stranger about the importance of legacy planning. You see, 20 years ago, my mom and I—with my father’s mentorship—started Gift Planning Services with just a...
by Jenny Nohelty | Jun 23, 2021 | Estate Planning, Family Resources, Giving Stories, Legacy, Nonprofit Resources
We were in a team meeting recently, and a story of an incredible estate gift came up in conversation. It was early 2021, almost a year after COVID-19 shut down so much of normal life, bringing the entertainment industry to a grinding halt. A lifelong supporter of the...
