by Monique Kleinhuizen | Nov 26, 2021 | Legacy
At Apex, we believe “legacy” is rooted deep. Behind every volunteer hour or financial decision or legacy plan our clients make, there’s a profound story of why. Why we give, the people that taught us to give, and the way we see legacy play out in our lives and our...
by Monique Kleinhuizen | Nov 18, 2021 | Legacy
Around here, we love stories. We love that each legacy plan we create bears the unique fingerprints of a particular person or family, and we love that no two legacy planning journeys are quite the same. So as we head into our first winter as Apex Legacy Consultants,...
by Monique Kleinhuizen | Nov 5, 2021 | Legacy
It’s no secret that it has been a season of transition for our team. We’ve spent the summer closing one company and launching a new one, saying goodbye to team members we respect deeply, and retooling and dreaming about what’s ahead for Apex Legacy Consultants. Amidst...
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 Monique Kleinhuizen | Sep 28, 2021 | Legacy
At Apex Legacy Consultants, we take a comprehensive, highly relational approach to thinking through how someone wants to be remembered. We “sit in the middle” with families as they consider their values and how they want to live their lives, and then help them choose...
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...
