Apex Legacy Consultants

"I have worked closely with the APEX team over the past 5 months putting together all the integral pieces of our legacy giving program. First class and professional assistance with a personal touch. The Partnership Plan would still be at the starting gate without Christy Boysen and her team. Thanks for keeping this program moving forward and helping hit some key target dates."

"I worked with Apex on estate planning project with a congregation. We worked with 34 families to build estate plans, many of them from scratch. I was beyond impressed with their knowledge of all the tools one can use in estate planning with charitable interests in mind. 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. There is no such thing as a “cookie cutter” approach in this field and Apex understands that very well. I was equally impressed with the comfort they bring to families in their friendly approach and patient way of teaching and explaining the information. They start by actively listening to understand the needs of the client. They then explain a variety of options and clearly show the pros and cons of each. Ultimately, the decision belongs to the individual or the family. They are there to provide coaching and advice along the way. There are very few companies who have this specific expertise and experience in estate planning and working with nonprofits to further their cause in this impactful way. I wouldn’t hesitate to recommend Christy, Monique and her team."

"We have been working with Apex Legacy Consultants for the last four years to the delight of our friends and donors. 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. Christy Boysen has been and continues to be so kind and engaging and knowledgeable with our people. The reviews have been so positive of their experiences with her. When donors realize what they can do with their resources their generosity is truly amazing. Our organizations will benefit from the work with Apex for generations to come. I would highly recommend Apex to any nonprofit looking to begin a legacy program."

"Enthusiastic thumbs up to Apex for the quality of work they do. As the Dir. of Ministry Partnerships and having served at a growing non-profit since 1996, we are mindful of the trust generous friends place in us. Four years ago, while ministering well to thousands of campers of all ages each year, our progress was hindered in the area of legacy planning. 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. We were blessed to run into Christy and her team and are now in a much different place because of Apex's legacy work. Our trust in Apex is strong - they've helped us and the people we serve significantly; even more than we envisioned at the start."

"I worked with Christy Boysen in the last year to develop my Legacy Plan. 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. Christy and the team at Apex made what can be a very daunting project extremely easy and painless. It feels really good to know that my dollars can continue to benefit my favorite charities after I am gone."