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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.
Are you lacking the time or resources to invest in planned giving? Do you want to expand the types and sizes of gifts you can accept? Want to grow long-term and non-cash giving? Let Apex maximize your resources by providing expertise, materials, and guidance focused on planned giving.
No matter your age, stage of life, or estate size, you can leave a meaningful legacy! Whether you need a quick review of a current legacy plan, have questions about charitable giving, or want to create a comprehensive, strategic plan from start-to-finish, we’ll partner with you to create a plan that fits your circumstances.
