Cheryl Smith's Contact Details

Cheryl Smith's Company Details

Gift Planning Services

Eau Claire, WI, US • 10 - 19 Employees
Financial Services

Our Mission at Apex Legacy Consultants, LLC is to help individuals and families identify opportunities to leave a legacy that represents their values AND allows them to maximize their gifts to both charities and loved ones. We also help charitable organizations increase their impact in ways well-beyond their wildest dreams because of the generosity of their donors.Apex is a collection of passionate leaders with the shared belief that charitable organizations have immense potential to change the landscape of the world through the generosity of their donors. With thoughtful legacy planning, donors can cultivate a legacy plan that speaks to the story of their life's investment and passion. The main objective with each educational presentation and donor meeting is to ensure that the values and desires of each person are reflected in the legacy they leave behind. We work with charitable organizations and ministries to provide planned giving services, training, and education. We seek to uncover charitable opportunities, find donor and non-profit alignment, and provide expert gift planning counselors. We operate as an objective third party to educate donors on what their legacy planning opportunities are. We want to see donors maximize their impact to both their loved ones and the causes they support through our Legacy Planning Program. The main objective with each educational presentation and donor meeting is to ensure that the values and desires of each person are reflected in the legacy they leave behind.Apex Legacy Consultants is formerly known as Gift Planning Services.