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 30 with Susan Doliner

    Conversations with Industry Icons - Episode 30 with Susan Doliner

    You don't want to miss this inspiring episode of Conversations with Industry Leaders featuring Susan Doliner from Maine Medical Center. In this 12-minute podcast, Sue shares:The priceless key to making a tremendous impact;Where the spirit of philanthropy shows up;The most important ingredient in philanthropy;How to overcome imposter syndrome; and more!Sue's insights are inspiring for all in the fundraising world; from the new gift officer to seasoned leaders. Take a listen! 

    • 11 min
    Conversations with Industry Icons - Episode 29 with Grant Whitney

    Conversations with Industry Icons - Episode 29 with Grant Whitney

    There's no better way to kick off the relaunch than with experienced charitable gift planner, Grant Whitney. Previously with Harvard for 21 years, Grant is celebrating his first anniversary at Mass General Hospital. In this 19-minute podcast, Grant shares what inspired his work in philanthropy; what he's learned to appreciate about the work; what he learned from mentors and what ingredients led to his success, and more! He also shares a donor story from Harvard that continues to remind and inspire for excellency in all we do.

    • 19 min
    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

Customer Reviews

5.0 out of 5
4 Ratings

4 Ratings

Top Podcasts In Business

The Ramsey Show
Ramsey Network
Planet Money
NPR
The Prof G Pod with Scott Galloway
Vox Media Podcast Network
People Magic: How to Build a $1M Community
Mighty Networks & Pod People
The Diary Of A CEO with Steven Bartlett
DOAC
PBD Podcast
PBD Podcast