99 episodes

Thompson & Associates partners with nonprofits to provide estate planning services to their supporters. This channel is designed to share nuggets of wisdom on various topics for both nonprofit organizations and their supporters, such as planned giving and estate planning tools; fundraising for annual, major and planned gifts, etc. Be sure to check back often for new content! Please visit us on the web at www.ceplan.com.

Thompson & Associates Thompson & Associates

    • Business
    • 5.0 • 4 Ratings

Thompson & Associates partners with nonprofits to provide estate planning services to their supporters. This channel is designed to share nuggets of wisdom on various topics for both nonprofit organizations and their supporters, such as planned giving and estate planning tools; fundraising for annual, major and planned gifts, etc. Be sure to check back often for new content! Please visit us on the web at www.ceplan.com.

    Conversations with Industry Icons - Episode 28 with Kelli Smith

    Conversations with Industry Icons - Episode 28 with Kelli Smith

    There's no better way to kick off March, Women's History Month, than to feature the National Association of Charitable Gift Planner's new Chair, Kelli Smith! In this 14-minute podcast, Kelli jam-packs three critical lessons she's learned and how she’s achieved them:Be fearless;Have solid relationships; and,Be fully present.Don't miss this insightful podcast!  Kelli also shares how she overcame the imposter syndrome. 

    • 13 min
    Yours, Mine & Ours: Estate Planning for People in Blended or Stepfamilies with Paul Hood

    Yours, Mine & Ours: Estate Planning for People in Blended or Stepfamilies with Paul Hood

    We're humbled and grateful to have some of the country's leading specialists in the area of estate planning on our team.  We want to highlight a wonderful new resource becoming available on February 1!  Vice President Paul Hood releases his second book in his trilogy Planning Your Future series. Yours, Mine & Ours: Estate Planning for People in Blended or Stepfamilies is written for the lay audience to provide these families with a comprehensive guide to estate planning for people in blended or stepfamilies.  As a member of a blended family himself, Paul has pooled his personal and professional knowledge to create this resource.Grieving children are often left drowning in paperwork and tough decisions.  It's even more demanding and grueling for stepchildren and members of blended families to sort through these estates. In this short 9-minute podcast, Paul shares his passion and intention behind this series, including a sneak peek into book 3.

    • 9 min
    Conversations with Industry Icons - Episode 27 with Rebecca Locke

    Conversations with Industry Icons - Episode 27 with Rebecca Locke

    Eddie is joined by this month's industry icon, Rebecca Locke, Executive Director, Gift Planning for the American Red Cross, a role she's held for 22 years. In this 8.5 minute podcast, Rebecca shares:What she's learned from donors;How to serve both your donors and the mission you're trying to fund;What pressure to take off yourself when fundraising;And, Eddie shares a great response to use when you're asked a question you don't know the answer to!

    • 8 min
    Conversations with Industry Icons - Episode 26 with Cindy Atmar

    Conversations with Industry Icons - Episode 26 with Cindy Atmar

    Eddie sits down with Cindy Atmar, Executive Director of Trusts, Estate and Gift Planning, at The University of Texas MD Anderson Cancer Center, the largest cancer center in the United States. In this 9-minute podcast, Cindy shares:A perfect reminder as we approach year-end on what to keep at the forefront of your donor giving goals;What she wishes she would have learned early on in her career; and,What bit of advice she would give someone who's beginning their career.

    • 9 min
    Conversations with Industry Icons - Episode 25 with Art Ochoa

    Conversations with Industry Icons - Episode 25 with Art Ochoa

    Join us as Eddie sits down with Art Ochoa, Senior Vice President, Advancement, Chief Advancement Officer, at Cedars-Sinai. In this 9-minute podcast, Art shares:What aspect(s) of your job description to focus on to be successful and receive promotions;A caution, and encouragement, for individuals who are ambitious and creative;What trap not to fall into to maximize donor gift potential.

    • 8 min
    Conversations with Industry Icons - Episode 24 with Laurie Kelley

    Conversations with Industry Icons - Episode 24 with Laurie Kelley

    We're delighted to talk with Laurie Kelley this week from Providence, a large health care provider across seven western states.  In this 7-minute podcast, Laurie shares: Where she finds the bigger dollars, and ultimately donors who want to stay with the organization through the years; Where to give yourself grace; How to open the giving doors among reluctant donors; And, how to be a better person and leader by making these kinds of "waves."

    • 7 min

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