What does it take to align values, finances, and impact? Host Ali Schneider sits down with Christy Boysen of Apex Legacy Consultants to explore innovative approaches to legacy planning that inspire both donors and fundraisers.
We cover:
How Apex Legacy guides clients through values-driven legacy planning
When fundraisers should connect donors with professional consultants
Practical tips for fundraisers to collaborate with consultants effectively
🎧 Listen now to learn how to help donors imagine — and realize — their lasting impact.
Key Topics/Themes: Legacy planning, donor values, planned giving tools, consulting collaboration
Link: https://www.linkedin.com/in/christy-coulter-boysen/
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.
