Every organization has donors, and every donor should have a legacy plan and be thinking about planned giving. Whether you just need affirmation that you’re on the right track, want educational support for a team in transition, or are considering a full-fledged, comprehensive legacy planning program for your key donors, Apex can help!

We can meet you where you’re at, discern what talent, resources, and donors you have to work with and help you grow your program, one step at a time. We bring specific expertise and extensive experience to the table, but we’re also approachable and fun. We
don’t expect you to have it all figured out–that’s why you’re partnering with us!

We’ve worked with a lot of nonprofits, and all sorts of leadership teams. We ask good questions, and our first order of business will be to get to know your organization, its goals and leaders, and where there may be gaps in your planned giving processes and strategies. We can help identify Apex services that might be helpful to you. We have an extensive network and knowledge of the industry, so we can also suggest third-party vendors or resources to pull in where needed. Consider setting up a free 20-minute consultation to talk through some options to get you started!

We work with all types of nonprofits, from schools to camps, community foundations to churches. Apex can support a nonprofit of any size and we tend to have the most success with organizations that are forward-thinking and ready to invest in long-term relationships with donors.