by Monique Kleinhuizen | Jan 27, 2023 | Charitable Giving, Estate Planning, Family Resources, Legacy, Non-profit Testimonials, Nonprofit Resources, Resources
Our focus is on legacy planning…but we’re always helping donors identify the most effective ways to give charitably–starting now! There are CRUTs and CRATs and DAFs and ILITs and QCDs, and while we’ve just scratched the surface of the many charitable giving tools out...
by Christy Boysen | Jan 6, 2023 | Family Resources, Legacy, Nonprofit Resources, Resources
“We can give HOW much?!” That’s one of my favorite questions, and it’s one that comes up often with the people and families we work with. During meeting one of our legacy planning program, I do a “deep-dive” with clients. I learn about their family and their goals. I...
by Monique Kleinhuizen | Dec 30, 2022 | Legacy, Resources
People often want help “getting their ducks in a row” before a major life change or milestone. Another reason people reach out to Apex: international trips. It’s smart to prepare well, communicate your travel plans with loved ones, and take precautions for...
by Monique Kleinhuizen | Dec 16, 2022 | Estate Planning, Family Resources, Legacy, Nonprofit Resources, Resources
As a gift strategist at WaterStone, Stephanie Hoff helps donors envision creative and tax-efficient ways to make a difference for their favorite causes. We send some donors her way after they’ve created a full legacy plan–and want to set up trusts or donor-advised...
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 Monique Kleinhuizen | Nov 18, 2022 | Charitable Giving, Estate Planning, Family Resources, Legacy
Want to set up a trust? Here are some tips, tricks, and ideas from our friends at Lake Elmo Bank: Apex: First off, what has been your path to this career? How does one end up in trust administration? Rita: My previous employer was Wells Fargo, where I held a variety...
