Thompson & Associates

Direct mail is a challenge for nonprofits, with so many different mixed messages out there. Letters should be how long, how often, to which audience, etc? Join us as Founder and CEO Eddie Thompson, Ed. D., FCEP talks with Vice President Mike Cowart, FCEP on his experience of what really works, creating an environment where philanthropy really flourishes. 1. How do you take an acquaintance and help...

Join Founder and CEO of Thompson & Associates, Eddie Thompson, as he speaks with Paul Dyer, with MD Designs, discussing how to build a valuable donor recognition wall. In this podcast, they will cover the following points, and more: 1. Why would a nonprofit go to the expense and trouble to put up a donor wall? 2. What is the most successful approach? 3. What are some of the biggest mistakes in...

Join President of Thompson & Associates, Cayce Powell, as he speaks with Vice President, Johni Hays, JD, FCEP, as they discuss Income in Respect of a Decedent (IRD) assets. In this podcast, they will cover the following points, and more: 1. What is Income in Respect of a Decedent (IRD)? 2. What are some planning strategies to avoid it? 3. Leaving IRD assets to charities vs leaving them to fami...

Join President of Thompson & Associates, Cayce Powell, as he speaks with Executive Vice President, Jason Meredith, JD, FCEP, as they discuss the basics of probate. In this podcast, they will cover the following points, and more: 1. What are IRAs and how do they work? 2. When are you required to take money out of an IRA? 3. How do the required minimum distribution amounts change as you age? 4....

Join President of Thompson & Associates, Cayce Powell, as he speaks with Executive Vice President, Jason Meredith, JD, FCEP, as they discuss the different documents and resources involved in estate planning. In this podcast, they will cover the following points, and more: 1. What documents typically result from the estate planning process? 2. What are the approximate costs associated with the...

Join President of Thompson & Associates, Cayce Powell, as he speaks with Executive Vice President, Jason Meredith, JD, FCEP, as they discuss the basics of estate planning. In this podcast, they will cover the following points, and more: 1. What is estate planning? 2. Why does someone need estate planning? 3. What is involved in the process of estate planning? 4. What document(s) make up an est...

Join President of Thompson & Associates, Cayce Powell, as he speaks with the President of our Legal Division, Bill Gustoff, JD, FCEP, as they give an overview of transfer taxes. In this podcast, they will cover the following points, and more: 1. What is transfer tax? 2. What is the gift tax? How is it calculated? 3. What is the estate tax? How is it calculated? Who pays this? 4. What assets ma...

Join President of Thompson & Associates, Cayce Powell, as he speaks with the President of our Legal Division, Bill Gustoff, JD, FCEP, as they discuss the charitable deduction. In this podcast, they will cover the following points, and more: 1. What is the charitable deduction? 2. Why does the government allow gifts to charity be deducted from taxes? 3. What is required for a charitable gift to...

Join President of Thompson & Associates, Cayce Powell, as he speaks with Vice President John Webber, JD, FCEP, as they discuss conservation easements. In this podcast, they will cover the following points, and more: 1. What is a conservation easement? 2. Why would someone utilize a conservation easement? 3. What are the tax advantages? 4. Who enforces the easement? 5. Are there land use restri...

Join President of Thompson & Associates, Cayce Powell, as he speaks with Senior Vice President Bob Hoffman, CSPG, CFRE, FCEP, as they discuss charitable remainder trusts (CRTs). In this podcast, they will cover the following points, and more: 1. What is a CRT? 2. What is a testamentary CRT? 3. What are the motivating reasons behind the decision to utilize this tool? 4. What are benefits to fam...

Join President of Thompson & Associates, Cayce Powell, as he speaks with Vice President Johni Hays, JD, FCEP, as they discuss the basics of an Individual Retirement Account (IRA). In this podcast, they will cover the following points, and more: 1. What are IRAs and how do they work? 2. When are you required to take money out of an IRA? 3. How do the required minimum distribution amounts change...

Join President of Thompson & Associates, Cayce Powell, as he speaks with Vice President Charles Slamar, JD, LL.M., FCEP, discussing the basics of private foundations. In this podcast, they will cover the following points, and more: 1. What is a private foundation? 2. What are the benefits of setting up a private foundation? 3. Should nonprofits be weary of private foundations? EP – The Estate...

Join President of Thompson & Associates, Cayce Powell, as he speaks with Vice President Lynn Watson, J.D., FCEP, discussing the basics of Charitable Remainder Trusts (CRT). In this podcast, they will cover the following points, and more: 1. What is a Charitable Remainder Trust? 2. How do you establish a CRT? 3. What can you put into a CRT? 4. What are different payout options for a CRT? EP – T...

Join President of Thompson & Associates, Cayce Powell, as he speaks with Senior Vice President Jeremy Pharr, J.D., FCEP, discussing the basics of Income in Respect of a Decedent (IRD) assets. In this podcast, they will cover the following points, and more: 1. What is Income in Respect of a Decedent (IRD)? 2. Why are IRD assets good to leave to charity? 3. How do you leave IRD assets to charity...

Join Founder and CEO of Thompson & Associates, Eddie Thompson, as he speaks with President Cayce Powell, MBA, J.D., FCEP, discussing bequests and other forms of testamentary gifts. In this podcast, they will cover the following points, and more: 1. How can a donor make these types of gifts? 2. Does it require a donor to rewrite their Will? 3. Can a donor change the beneficiaries once they have...

Join Founder and CEO of Thompson & Associates, Eddie Thompson, as he speaks with Gift Clarity’s President Scott Belina, discussing donor analytics. In this podcast, they will cover the following points, and more: 1. Many nonprofits do donor analysis based on wealth, is that the best approach? 2. What is the best approach to analyzing a donor? 3. Are there basic characteristics, or lifestyles,...

Join Founder and CEO of Thompson & Associates, Eddie Thompson, as he speaks with Gift Clarity’s Vice President Barrett Thompson, FCEP, discussing how to solicit a major gift. In this podcast, they will cover the following points, and more: 1. What type of training do nonprofit executives receive to solicit a gift? 2. Do nonprofit executives tend to feel nervous or confident when soliciting a g...

Join President of Thompson & Associates, Cayce Powell, as he speaks with Senior Vice President Tom Cullinan, J.D., as they continue their discussion on the topic of property, specifically focusing on joint ownership. In this podcast, they will cover the following points, and more: 1. What are some ways two or more people can own property? 2. What’s the difference between a community property s...

Join President of Thompson & Associates, Cayce Powell, as he speaks with Senior Vice President Tom Cullinan, J.D., discussing the topic of property. In this podcast, they will cover the following points, and more: 1. From an estate planning context, what are the different types of property? 2. What proves that I own property? 3. Why does it matter which type of property it is? EP – The Estate...

Join Founder and CEO of Thompson & Associates, Eddie Thompson, as he discusses with Senior Vice President Tom Cullinan, JD, the power of the written word and how it can motivate donors. In this podcast, they will cover the following points, and more: 1. How the written word can motivate donors. 2. The process involved in writing strong pieces. 3. How to motivate a donor you’ve never met with w...

Join Founder and CEO of Thompson & Associates, Eddie Thompson, as he talks with Senior Vice President Jeremy Pharr, JD, FCEP, about what type of person makes an estate gift. In this podcast, they will cover the following points, and more: 1. What type of person makes an estate gift? 2. Is there a personality trait that makes someone reluctant to join a heritage society? 3. Life situations that...

Join Founder and CEO of Thompson & Associates, Eddie Thompson, as he speaks with Senior Vice President Bob Hoffman, CSPG, CFRE, FCEP, on the topic of the board's role in securing gifts for nonprofits. In this podcast, they will cover the following points, and more: 1. How to get the board more involved in securing gifts? 2. What is the role of a board member in securing gifts? 3. Before a boar...

Join Founder and CEO of Thompson & Associates, Eddie Thompson, as he discusses what he's found to be the top 10 characteristics shared by successful fundraisers. In this podcast, Eddie will cover the following points, and more: 1. Why are some fundraisers more successful than others? Are they more motivated, possess special skills and special talents that the average does not? 2. Is the amount...

Join Founder and CEO of Thompson & Associates, Eddie Thompson, as he talks with Vice President Joe McKay, CPA, JD, on the topic of counting and accounting for a planned gift. In this podcast, they will cover the following points, and more: 1. What’s the difference between counting and accounting planned gifts? 2. Who is responsible for counting, and who is responsible for accounting? 3. How do...