Apex at Legacy is a mixed-use development offering commercial office space and a hotel with various amenities. It provides solutions for businesses and their talent in Far North Dallas.

Apex Legacy Consultants

Apex at Legacy

Apex Legacy Consultants | 252 followers on LinkedIn. Helping individuals and families unlock the power of their legacy through charitable gift planning. | Our mission at Apex is to help people maximize their legacy potential.

We help individuals and families leave a legacy that represents their values AND maximizes gifts to both charities and loved ones.

We help charitable organizations increase their impact beyond their wildest dreams through the generosity of their donors.

Passionate Planned Giving Consultant | Empowering Public Speaker | Engaging Networker

Christy Boysen, MA, CFRM, FCEP

Transformational Health Coach

Tamara Fanjoy

Lauren Hebl

We believe in the power of “Legacy Letters” as a meaningful addition to a legacy plan. These letters are more than just words; they reflect the heart of the sender, sharing treasured memories, core values, and intentional thoughts. Encouraging your donors to write Legacy Letters is an excellent way to inspire them to think about their legacy and how they want to live it out today. Here are some reflective questions to help them craft their Legacy Letters: ➡️ What do you want your legacy to be? ➡️ What are your most treasured memories? ➡️ How do you hope to be remembered? ➡️ What important lessons or wisdom do you want to pass on? ➡️ What’s a favorite joke or memorable saying you’d like to share? #LegacyLetters #DonorEngagement #EstatePlanning #ApexLegacyConsultants #InspiringGenerosity

#GivingTuesday is just a month away! Is your organization ready? This is a key moment to connect with your donors about your Giving Tuesday plans—especially if you’re offering matching gifts or special initiatives. It’s also a great time to remind supporters of the powerful impact their end-of-year gifts can make. If you’re looking to understand more about why people give, check out this helpful article on donor motivation: https://lnkd.in/g-jXYMAd

Christy Boysen, MA, CFRM, FCEP had a little extra 'help' from Lucy while prepping to teach her first class at The Fund Raising School this week! Here’s to all the ‘helpers’ who keep us grounded and inspired—two-legged or four! #Fundraising #NonprofitLeadership #LegacyPlanning #TeachingMoment #ProfessionalDevelopment #Inspiration

Curious about how the election is impacting fall fundraising efforts? Check out Amy Eisenstein's recent article on how to see the current environment as an opportunity for your organization: https://lnkd.in/gZnUNXuR #Fundraising #Nonprofits #Philanthropy #DonorEngagement #Elections2024 #SocialImpact #CharitableGiving #NonprofitLeadership #CommunityBuilding #FallFundraising

There are only 70 days left in 2024, so it’s time to ensure your organization uses this final stretch wisely! Here are 6 actionable steps to assess and prepare your 2025 planned giving strategy: 1️⃣ Clean Up Your Donor Database - Keep your data accurate and up-to-date. Confirm donor details, clear out old information, and ensure you’re working with the most current data. 2️⃣ Evaluate Donor Data - Assess giving histories and engagement to uncover trends and lapses. This can guide your outreach and help you identify opportunities for more personalized engagement. 3️⃣ Identify Your Top 25+ Planned Giving Prospects - Assess your top donors’ potential for planned giving and strengthen connections through engagement and advocacy. 4️⃣ Design a 2025 Donor Engagement Strategy - Schedule visits and personalized touchpoints with key planned giving prospects for the beginning of the year. 5️⃣ Brush Up on Planned & Asset-Based Giving Strategies - Stay informed! Whether it’s attending a conference, taking a course, or leveraging expert trainings, ensure your team is up-to-date on planned giving tactics. 6️⃣ Set SMART Goals & KPIs for 2025 - Set clear, measurable goals. Focus on new prospects, committed gifts, and growing your legacy society. #PlannedGiving #FundraisingStrategy #DonorEngagement #YearEndGiving #NonprofitLeadership #LegacyGiving #NonprofitSuccess #CharitableGiving #DonorRetention #Philanthropy #NonprofitGrowth

When it comes to charitable giving, donors often know the organizations or causes they care about—but that’s just the first step! Once they’ve chosen where to make an impact, the next question is how to do it. How you structure and discuss funds with your donors can significantly shape their giving journey. Want to explore the best options for your donors? Check out our blog for an overview of common charitable funds and how they can benefit your organization: https://lnkd.in/gXY4tHtg

I had a fantastic time joining the Saint Paul & Minnesota Foundation yesterday for a webinar on Unlocking Your Board's Potential: Amplify Planned Giving Success. The discussion was rich, and I'm grateful to have been part of such an engaging conversation. It was a pleasure to connect with others who are passionate about maximizing impact through thoughtful, planned giving strategies! A big thank you to the St. Paul and Minnesota Foundation for hosting and to everyone who contributed to the lively dialogue! Mariah Brook , you did an excellent job facilitating & Dawn Marie Nelmark , I enjoyed hearing your wisdom and insight as a panelist!

When donors start thinking about their legacy, something amazing happens—they often increase their current giving. Why? ➡️ Deepened commitment to an organization's mission: Legacy conversations prompt donors to reflect on the long-term impact they want to make. This deepens their emotional connection to an organization's cause, often leading them to increase their current support as they become more invested. ➡️ Motivation to see change now: As donors plan their future gifts, they realize they don’t have to wait to make a difference. Many feel inspired to give more today so they can see the results of their generosity during their lifetime. ➡️ Confidence in long-term alignment: When donors know their future gift is in place, they feel more comfortable making larger contributions now, trusting that their overall financial and philanthropic goals are in making a difference. #LegacyGiving #DonorEngagement #PlannedGiving #Philanthropy #NonprofitFundraising #MissionDriven #LongTermImpact #Generosity #GivingBack #CharitableGiving #NonprofitSuccess #InspireChange

With the potential of estate tax exemption changes in 2026, now is an excellent time for families to take advantage of the current tax threshold by gifting to heirs. Check out this article on what this looks like and ways donors can take advantage of it! https://lnkd.in/gcQXwwEG #EstatePlanning #GiftTax #WealthManagement #LegacyPlanning #ApexLegacyConsultants

Nothing beats an in-person walking meeting, especially with views like this! #virtualteam #walkingmeeting #team #apex #philanthropy #nonprofits #legacy #donors

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