Thompson & Associates

President Cayce Powell, MBA, JD, FCEP and Executive Vice President Jason Meredith, MBA, JD, FCEP discuss: 1. Brief history of estate tax law and the "use it or lose it" exemption. 2. How can DSUEA be preserved? 3. As development officers, what can we be listening for to know if our donors have this issue?

President Cayce Powell, MBA, JD, FCEP and Executive Vice President Jason Meredith, MBA, JD, FCEP discuss: 1. Brief history of estate tax law and the exemption amounts. 2. The importance of the charitable deduction to avoid estate tax. 3. Is estate planning just to avoid estate tax?

With the annual National Healthcare Decisions Day coming up on April 16, Founder and CEO Eddie Thompson joins Executive Vice President Jason Meredith to discuss the importance of advance care planning.

Listen in as Founder and CEO Eddie Thompson talks about building long-term relationships with donors and the importance of having thoughtful preparation for these meetings, whether it be a friend, long-time board member or potential donor.  Eddie humbly shares some of his past mistakes and the lessons he learned from them in hopes to save others from the embarrassment or, worse, offending a donor.

Listen in as Founder and CEO Eddie Thompson discusses how to make the leap from being a good fundraiser to a great fundraiser! Excel at maximizing the dollars raised for helping your organization’s mission! Eddie applies best-selling author Jim Collins findings from his book Good to Great to the nonprofit fundraising world.

In this episode, Cayce Powell and Jason Meredith discuss: • Why would someone add a child to a financial account? • What are the problems with adding someone as an owner of a financial account? • What are better options to accomplish the same thing?

In this episode, Cayce Powell and Bill Gustoff discuss reasons why giving appreciated assets during lifetime may not be the best plan. They also point out a few exceptions where a nonprofit can benefit from appreciated assets during a donor’s life. • What are lifetime gifts of appreciated assets? • What are barriers of giving appreciated assets during life? • How can nonprofits help some donors wh...

Hear Founder and CEO Eddie Thompson and Thompson & Associates' lead planning attorney Jason Meredith discuss how the recent mid-term election will impact your organization and donors.

In this episode, Cayce and Jason discuss: • How tax-deferred accounts (i.e., IRA’s) are typically left to heirs and charity • Why IRAs are such powerful tools to leave to charity • Some concerns of leaving IRAs to charity

In this episode, Cayce and Jason discuss: • Why it's important to have an updated estate plan • What factors make an estate plan outdated • When someone should update their estate plan • Why it's important for development officers to help donors update their estate plan

In this episode, Cayce Powell, MBA, JD, FCEP and Jason Meredith, MBA, JD, FCEP discuss: • What is a Medical Power of Attorney? How is it different than a Durable Power of Attorney? • Who should be named as the agent on a Medical Power of Attorney? • Why is it important for development officers to know about it?

In this episode, Cayce Powell, MBA, J.D., FCEP and Jason Meredith, J.D., FCEP discuss: -What happens at a typical estate planning seminar? -What are some issues with an unfunded revocable trust? -Do supporters with an unfunded revocable trust have an estate plan that reflects their values and objectives?

In this episode, Cayce Powell, MBA, JD, FCEP and Bill Gustoff, JD, FCEP discuss minor children as beneficiaries: • Why naming a minor as a beneficiary is an estate planning red flag • What happens when a minor receives an estate distribution • Appropriate times or situations to name a minor as a beneficiary • Available options when leaving an account or asset to a minor

In this episode, Cayce Powell, MBA, JD, FCEP and Bill Gustoff, JD, FCEP discuss nonprobate assets: • What is the structure of a good estate plan? • What is the purpose and process of probate? • Why is it so important? • What are non-probate assets? • Why can they be a red flag? What to know and how to handle.

In this episode, Cayce Powell, MBA, JD, FCEP and Bill Gustoff, JD, FCEP discuss self-prepared estate plans. • What are self-prepared estate plans? • Are they common? • Are they valid? • What are the most common problems seen with self-prepared plans?

In this episode, Cayce Powell, MBA, JD, FCEP and Jason Meredith, MBA, JD, FCEP discuss outright distributions. • What is an outright distribution? • Could leaving assets outright to beneficiaries be a mistake? • How do you handle life insurance and retirement accounts? • What are the benefits of an alternative distribution strategy?

Join Founder and CEO of Thompson & Associates, Eddie Thompson, as he speaks with Senior Vice President Frank Stepp, FCEP, as they discuss the importance of the Thompson & Associates’ Planning Services Agreement and how it helps us work with a nonprofit and their supporters. 1. What is the purpose of the Services Agreement? 2. How is the Services Agreement introduced to a nonprofit’s suppor...

Join Founder and CEO of Thompson & Associates, Eddie Thompson, as he speaks with Vice President of Gift Clarity, Barrett Thompson, FCEP as they discuss the fundamentals of establishing a successful annual giving program. DEV – The Development (DEV) podcasts, hosted by Thompson & Associates CEO Eddie Thompson, share wisdom from some of the nation’s most seasoned professionals on a wide vari...

Join Founder and CEO of Thompson & Associates, Eddie Thompson, as he speaks with Executive Vice President Jason Meredith, J.D., FCEP. They will discuss the basics of Charitable Remainder Trusts (CRTs). In this podcast, they will cover the following points, and more: 1. What is a Charitable Remainder Trust (CRT)? 2. What are the advantages of setting up a CRT in your Will? 3. What type of asset...

Join Founder and CEO of Thompson & Associates, Eddie Thompson, as he speaks with Principal of Henderson Mallory Partners, Sid Mallory, MBA, FAHP. They will discuss capital campaigns. In this podcast, they will cover the following points, and more: 1. What are some changes seen in the last five years for capital campaigns? 2. Are these positive changes that we will continue to see in future cam...

Join Founder and CEO of Thompson & Associates, Eddie Thompson, as he speaks with President Cayce Powell, MBA, J.D., FCEP, discussing the characteristics of major gift donors and the differences between major gift and planned giving donors. Do they act and think differently? In this podcast, they will cover how to discover and unleash your organization’s potential as they cover the following po...

Join Founder and CEO of Thompson & Associates, Eddie Thompson, as he speaks with Sue Thompson, MS, President and CEO of UnityPoint Health in Fort Dodge, IA, on women in philanthropy. In this podcast, they will cover the following points, and more: 1. Article goals 2. Personal legacy 3. One example of a fun program 4. What’s the “magic pill” to help CEOs see the value of philanthropy? Sue's Art...

Join Founder and CEO of Thompson & Associates, Eddie Thompson, as he speaks with Vice President Mike Cowart, FCEP, on the culture of philanthropy. In this podcast, they will cover the following points, and more: 1. How do you create a culture of philanthropy? 2. What are the keys to success in establishing a philanthropic culture? 3. What else should be considered when thinking about creating...

Join Founder and CEO of Thompson & Associates, Eddie Thompson, as he talks with Dennis Linderbaum, President of UnityPoint Health Foundation, about how Dennis introduces philanthropy to wealthy individuals. In this podcast, they will cover the following points, and more: 1. How do you engage wealthy individuals to be philanthropists with your organization? 2. What are things you listen for in...

Join Founder and CEO of Thompson & Associates, Eddie Thompson, as he speaks with President of Legal Services, Bill Gustoff, JD, FCEP, as they discuss a powerful, and under utilized, planning technique, called Charitable Lead Trusts. In this podcast, they will cover the following points, and more: 1. What is a Charitable Lead Trust (CLT)? 2. Do you have to be wealthy to setup a CLT? 3. Can you...