Thompson & Associates

Don't miss Shannon Duval in this excellent podcast, where she shares powerful suggestions to consider no matter what point you find yourself in your career to achieve all the success you seek.

There are scores of ways individuals can give to an organization. But, we can’t confuse method of giving with motivation for giving. In this podcast, Founder and CEO Eddie Thompson shares 3 primary reasons why individuals are motivated to give. You’ll learn the key to unlocking the powerful impact that can be found between the how and why an individual gives.

In this series’ tenth installment, hear industry veteran Sid Mallory candidly tell his own stories of mishap on his way to becoming a highly knowledgeable and successful fundraiser. Listen as the AHP Fellow and former recipient of AHP’s Si Seymour Award explains the lessons he’s learned during his prestigious career. Sid’s simple reminders will help keep you on a successful track!

Our Founder and CEO Eddie Thompson talks with one of the nation's leading health care philanthropy professionals with more than three decades of experience, Bill Littlejohn from Sharp Healthcare.  Bill has led and directed philanthropic programs that have generated nearly a billion dollars.  In this podcast, Bill shares his philosophy and drive for philanthropy, cautions of easy traps to fall into...

Founder and CEO Eddie Thompson discusses 5 steps for nonprofits to weather a market recession with their donor base.

Listen in as our Founder and CEO Eddie Thompson talks with industry legend Jerry Linzy from Jerold Panas, Linzy & Partners, Inc. Jerry shares: • The 3 simple roles of a nonprofit's board • The key question for new board members • How philanthropy today differs from the 1980s • An industry-wide challenge facing philanthropy

Being a fundraiser is a lot like being a professional matchmaker.  You introduce eligible people to your organization, point out its best qualities, and hope they fall in love with your organization.  But, how do you get people to fall in love so much that they leave your organization an estate gift? In this podcast, Founder and CEO Eddie Thompson shares 6 reasons why individuals fall in love with...

Listen in with our Founder and CEO Eddie Thompson's conversation with industry thought leader, David Flood, Senior VP and CDO for Intermountain Healthcare. Don't miss this powerful episode where David shares humble lessons he's learned in his philanthropy career, including what Eddie calls the most important lesson in fundraising!

Listen in as President Cayce Powell talks with our planning attorneys Bill Gustoff and Jason Meredith on how the recent passing of the SECURE Act affects estate plans and how nonprofit organizations can help ensure their supporters have the plans they desire.

Listen in with our Founder and CEO Eddie Thompson's conversation with industry leader, Steve Orr, Managing Partner of the Orr Group to learn what he's learned about the nonprofit industry and how he works to improve it with his financial and business background.

In this episode, Founder and CEO Eddie Thompson proposes a new pyramid corresponding to an individual’s affinity to your organization and how developing passion for your mission leads to greater financial support for your organization.

Listen in on our Founder and CEO Eddie Thompson's conversation with industry leader, Michael Kenyon, President and CEO of the National Associate of Charitable Gift Planners (NACGP) as Michael shares his career lessons.

You don't want to miss this conversation! In this episode, Eddie talks with Bruce Bartoo, CFRE, senior vice president and chief philanthropy officer for MedStar Health. Bruce packs in tremendous insights he's learned over his career, where he shares: • What he strives for in his role as a philanthropic leader; • What never to do as a fundraiser; • What he's found to be a significant cause for peop...

In this episode, Cayce Powell and Bill Gustoff discuss: • Why owning property in another state is a potential problem when you pass away. • How people can avoid transfer issues with out-of-state property. • Tips to help determine if a donor has property in another state.

In this episode, Eddie talks with one of health care philanthropy’s most provocative thought leaders, Betsy Chapin Taylor, FAHP, where she shares: -What she wishes she could change about the industry; -How to view donors and what they really wish to achieve; -What's required of us to provide to donors to really create impact, and more!

In the second episode of the series, Eddie talks with author, public speaker and thought leader, Brian Sagrestano, JD, where he shares: • How his diagnosis of a rare form of cancer has reshaped his focus on charitable planning; • How to approach and stay close to supporters facing a serious health diagnosis; • The important lesson he learned focusing on what donors want to accomplish for themselve...

In this episode, Cayce and Bill discuss: • How states handle estate planning documents executed in another state. • What happens if documents are prepared in another state. • What should we do to prepare ourselves to identify these issues and help our donors avoid problems?

Founder and CEO of Thompson & Associates Eddie Thompson introduces his new podcast series of conversations with industry icons, highlighting what they've learned in their careers, while sharing nuggets of wisdom in these bite-sized podcasts. Join us, you won't want to miss it! View more on the series on our website at www.ceplan.com.

Founder and CEO Eddie Thompson talks with Russell James, J.D., Ph. D., CFP. Russell shares who you should you be visiting; an important factor to consider when visiting this demographic; in all of Russell’s research, what has changed over the years and what the number one predictor of leaving a gift has been consistently; what the best gift asset is to receive, and how that affects overall giving;...

In this episode, Cayce Powell and Jason Meredith discuss: • What we mean by a "Brady Bunch" family. • What happens to assets (accounts and real estate/homes) if planning doesn’t specifically consider different scenarios. • As development officers, what can we be listening for to know if our donors have this issue?

For much of our Founder and CEO Eddie Thompson’s career, he’s focused on what makes outstanding organizations outstanding.  In this episode, Eddie compares the winning traditions of two sports franchises to apply to the nonprofit world. That’s right, Eddie’s comparing the New England Patriots with the Cleveland Browns (sorry, Browns’ fans!).  Each team is given the same salary amount for their pla...

In this episode, Cayce and Jason discuss: • Problems created by lack of planning for people recently married and/or divorced. • Practical things people need to do when they get married or divorced. • As development officers, what can we be listening for to know if our donors have this issue?

In this 8-minute podcast, Founder and CEO Eddie Thompson shares on a topic we are all challenged by - how to hire the right person for annual and major giving. These important team members are critical to achieving your organization’s mission, and having the wrong people in these roles can be costly. It’s imperative we take our time to qualify candidates. Take a listen as Eddie shares questions to...

In this episode, Cayce Powell and Jason Meredith discuss married couple estates valued under $5 Million. They'll highlight: • Recent estate tax law changes • Reducing married couples' estate tax using a bypass trust • Why a good bypass trust a few years ago may not be good planning now

What’s more important – a donor’s capacity to give or propensity to give? We spend a great deal of time and energy looking at an individual’s capacity, or net worth. But, in today’s podcast, Eddie talks about the importance of not only an individual’s capacity but their propensity to give. Listen in as Eddie shares why this is so important, along with specific questions to ask donors to determine...