Apex Legacy Consultants
(13 Reviews)
We believe that ordinary people—in partnership with their favorite nonprofits—can make an incredible difference in the world. We empower your donors to identify and execute their values through your organization's mission. And, we help donors identify and articulate their values; preparing for the future through thoughtful planning, charitable deductions, personal storytelling, and generosity. We'd love to partner with you in this important work.
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Highlights
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In Business Since 2021
Sentiment Analysis
Specifically -providing tools and answers for generous Fort Wilderness friends unsure of how to have clarity and peace on end of life finances, unity of decisions with a spouse, how much and how best to leave resources for children and grandchildren, unique tax situations, and more.
It is very rewarding to be able to help them think about ways to ways to leave resources to their families and the nonprofits they love and support.
Not only do they have a grasp of what each of the tools can do but they know how to do the complicated work of determining which tools work specifically for the individual family’s needs in a variety of circumstances.
I have worked closely with the APEX team over the past 5 months putting together all the integral pieces of our legacy giving program.
I trust and respect the information Christy brings to a legacy giving program and would not hesitate to recommend Apex to anyone.
As an estate planning attorney myself, I assisted others with this process but never took the time to complete my own or to have the difficult conversations with my spouse.
The process was extremely well organized to help me think through how my affairs and lasting legacy will be managed when I am gone and in a way that will be easy for my family.
They take the time to know you and your situation and based on that information they walk you thru all the options.
They are astute problem solvers and excited about helping individuals and families make a philanthropic impact.
We found the experience of having Apex help us examine different options and ideas for our estate to be very helpful.
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