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 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 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 Sybil Ackerman-Munson | Feb 18, 2022 | Estate Planning, Family Resources, Legacy, Nonprofit Resources
At Apex, we play the “long game” with donors, helping them figure out the very best and most tax-efficient ways for them to make a difference for the causes they care about. Sometimes that’s today, and sometimes it’s fifty years from now! To kick off a brand new year,...
by Monique Kleinhuizen | Jan 28, 2022 | Charitable Giving, Family Resources, Nonprofit Resources
At Apex, we’re intentional about building relationships with philanthropically-minded professionals, attorneys, and financial advisors. When our paths cross with someone who’s fun and approachable and as passionate about empowering people and communities as we are,...
