The words I use to describe Apex Legacy Consultants work are professional, knowledgeable, adaptable and warm. Apex comes in with confidence and kindness – true professionals from the moment they walk into the room. Their experience with a myriad of gifting possibilities in an endless variety of contexts partnered with their recollection of the details of specific tax law applications makes them a priceless resource. Apex knows they are there to serve the donor and adapts to each situation both socially and professionally to make your donor feel comfortable and secure. Our Legacy Planning Consultant’s warm demeanor puts clients at ease immediately.
– Mark Hayes, VP of Mission Advancement