88 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

    • Non-Profit
    • 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 16

    Conversations with Industry Icons - Episode 16

    Join Eddie as he talks with 20-year planned giving marketing veteran Nathan Stelter, President of The Stelter Company. In this 10-minute podcast, Nathan shares his firm belief in this personal quality for achieving success; the most important component when bringing on a new team member; a critical juncture where hard, but important, business decisions had to be made and the impact it had on the company's success; and more!

    • 9 min
    Storytelling: The Secret Sauce of Fundraising Success

    Storytelling: The Secret Sauce of Fundraising Success

    Take a listen to this short 5-minute podcast with Lynn Ierardi, J.D., author of Storytelling: The Secret Sauce of Fundraising Success, to hear what inspired her to write this quick, but impactful, read.

    Nonprofits have amazing stories to share — stories of perseverance, fortitude, and generosity. Stories give nonprofits a way to stand out in a world that gets noisier every day, where people are looking for ways to find meaning and connection.

    Great stories engage donors and raise more money. Scientific evidence confirms good storytelling is one of the most powerful ways to engage stakeholders and influence behavior. Stories raise awareness, change behavior, and trigger generosity.

    But what makes a great story? What ingredients engage the audience and have an impact? What flavors will spark the appetite and make the mouth water? There are some ingredients that are essential. You just can’t make a good sauce without tomatoes.

    • 5 min
    Conversations with Industry Icons - Episode 15

    Conversations with Industry Icons - Episode 15

    Join Eddie as he talks with a nationally-known authority on estate planning and planned giving, Larry Katzenstein. Larry divides his practice between representation of wealthy individuals in estate planning matters and serving as outside counsel to planned giving programs at nonprofits nationwide.

    • 14 min
    The Perfect Resource for Board Members

    The Perfect Resource for Board Members

    Just in time for the holidays, we sit down with Wayne Olson to hear about his new book, Fundraising for Nonprofit Board Members: Wholesome goodness for you and your nonprofit.

    Wayne wrote this book to be an easy and quick read, designed specifically for the busy executive. It shows what each board member needs to know about fundraising, and dispels many myths that make fundraising seem unappealing.
    The book is the essential resource for all board members charged with fundraising.

    In this podcast, hear why Wayne wrote this book and what he hopes it achieves.

    • 10 min
    Conversations with Industry Icons - Episode 14 with Lynn Ierardi

    Conversations with Industry Icons - Episode 14 with Lynn Ierardi

    Eddie talks with 30-year industry veteran Lynn Ierardi, Director of Gift Planning at University of Pennsylvania and consultant with Gift Planning Advisor.

    In this 11-minute podcast, Lynn shares:

    -Two virtues she's learned that serve her well in the gift planning world;
    -How Penn has persevered through challenging times in the past and present;
    -Her encouraging take on how donors are feeling during the pandemic; and,
    -A comical story from early in her career that has proven to be a valuable lesson learned many times over the years.

    • 10 min
    Selling Philanthropy to Nonprofit Leadership

    Selling Philanthropy to Nonprofit Leadership

    Now more than ever, many organizations (and their decision makers) are focused on getting cash in the door now, but nonprofits who focus their fundraising efforts on non-cash assets raise six times more than those who focus on cash gifts from discretionary income. In this short podcast, hear Dr. Russell James share with Eddie Thompson different ways to sell philanthropy to your organization's leadership.

    • 12 min

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