In this episode of the Legacy of Generosity podcast, join host, Ali Schneider, as she discusses with Christy Boysen of Apex Legacy Consultants how Apex Legacy takes a unique approach to help their clients plan their legacies. Christy also shares how fundraisers can use the same approach with their donor, when fundraisers should recommend that their donors contact a professional consultant, and how fundraisers can work with professional consultants like Apex Legacy.
About our guest:
Christy Boysen, MA, CFRM, FCEP, owner and head Legacy Planning Consultant at Apex Legacy Consultants, specializes in planned giving strategy and helping donors imagine how they can align their values with their finances through legacy planning. She’s helped clients establish legacy planning programs that educate and capitalize on tax-efficient charitable tools: Qualified Charitable Distributions, Donor Advised Funds, Charitable Gift Annuities, Charitable Trusts, and more. Through this work, she's inspired donors to commit hundreds of millions of dollars to loved ones and their favorite causes.
She holds a Master of Arts in Higher Education, a Certificate in Fundraising Management through Indiana University Lilly Family School of Philanthropy, and is a Fellow in Charitable Estate Planning (FCEP). Her experience in planned giving, higher education, and strategic mindset make her an asset to any organization looking to drive meaningful change and create lasting impact.
Christy loves biking–she once even cycled across the country for charity–and leads historical food tours in her hometown and at a local winery. She lives in St. Paul, Minnesota, with her husband; their dog, Lucy; and 24 thriving houseplants.