Thompson & Associates

By Thompson & Associates

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.

  1. 1.
    Episode 98: Conversations with Industry Icons - Episode 25 with Art Ochoa
    8:54
  2. 2.
    Episode 97: Conversations with Industry Icons - Episode 24 with Laurie Kelley
    7:15
  3. 3.
    Episode 96: Conversations with Industry Icons - Episode 23 with Randy Varju
    11:40
  4. 4.
    Episode 95: Conversations with Industry Icons - Episode 22 with Susan Dolbert
    9:43
  5. 5.
    Episode 94: Conversations with Industry Icons - Episode 21 with Fred Najjar
    15:05
  6. 6.
    Episode 93: Conversations with Industry Icons - Episode 20 with Jodi Davis
    8:59
  7. 7.
    Episode 92: Zen and the Art of Fundraising with Alex Brovey
    7:20
  8. 8.
    Episode 91: Conversations with Industry Icons - Episode 19 with Joe Chickey
    10:34
  1. 9.
    Episode 90: Conversations with Industry Icons - Episode 18 with Mark Larkin
    11:11
  2. 10.
    Episode 89: Conversations with Industry Icons - Episode 17 with Alexandra Brovey
    6:37
  3. 11.
    Episode 88: Conversations with Industry Icons - Episode 16 with Nathan Stelter
    9:46
  4. 12.
    Episode 87: Storytelling: The Secret Sauce of Fundraising Success
    5:07
  5. 13.
    Episode 86: Conversations with Industry Icons - Episode 15 with Larry Katzenstein
    14:12
  6. 14.
    Episode 85: The Perfect Resource for Board Members
    10:11
  7. 15.
    Conversations with Industry Icons - Episode 14 with Lynn Ierardi
    10:29
  8. 16.
    Selling Philanthropy to Nonprofit Leadership
    12:50
  9. 17.
    Conversations with Industry Icons - Episode 13 with Alice Ayres
    12:56
  10. 18.
    NACGP Podcast with Michael Kenyon
    8:01
  11. 19.
    Conversations with Industry Icons - Episode 12 with Charles Schultz
    10:33
  12. 20.
    Conversations with Industry Icons - Episode 11 with Shannon Duval
    12:50
  13. 21.
    Primary Donor Motivations
    6:39
  14. 22.
    Conversations with Industry Icons - Episode 10 with Sid Mallory
    14:10
  15. 23.
    Conversations with Industry Icons - Episode 09 with Bill Littlejohn
    13:34
  16. 24.
    Conversations with Industry Icons - Episode 08 with Jerry Linzy
    11:04
  17. 25.
    Fundraisers as Matchmakers
    9:38
  18. 26.
    Conversations with Industry Icons - Episode 07 with David Flood
    14:18
  19. 27.
    The SECURE Act: How it Affects Estate Planning
    25:16
  20. 28.
    Conversations with Industry Icons - Episode 06 with Steve Orr
    10:40
  21. 29.
    Donor Identification Pyramid
    5:50
  22. 30.
    Conversations with Industry Icons - Episode 05 with Michael Kenyon
    7:48
  23. 31.
    Conversations with Industry Icons - Episode 04 with Bruce Bartoo
    14:42
  24. 32.
    Estate Planning Flags #17: Real Estate Owned Outside State of Residence
    14:00
  25. 33.
    Conversations with Industry Icons - Episode 03 with Betsy Chapin Taylor
    8:15
  26. 34.
    Conversations with Industry Icons - Episode 02 with Brian Sagrestano
    13:47
  27. 35.
    Estate Planning Flags #16: Documents Prepared in Another State
    13:44
  28. 36.
    Conversations with Industry Icons - Introduction
    11:35
  29. 37.
    Conversations with Industry Icons - Episode 01 with Russell James
    10:51
  30. 38.
    Estate Planning Flags #15: Brady Bunch Family
    18:27
  31. 39.
    Winning Traditions
    7:31
  32. 40.
    Estate Planning Flags #14: Recently Married or Divorced
    14:42
  33. 41.
    How to Hire the Right Person for Annual & Major Giving
    8:00
  34. 42.
    Estate Planning Flags #13: Married Couple Estate Under $5 Million
    19:38
  35. 43.
    Donor Capacity vs Donor Propensity
    6:48
  36. 44.
    Estate Planning Flags #12: Portability-Preserve Unused Exemption at Death of First Spouse
    15:28
  37. 45.
    Estate Planning Flags #11: Taxable Estates with No Estate Planning
    15:38
  38. 46.
    Advance Care Planning
    11:12
  39. 47.
    The Preparation Habit
    8:07
  40. 48.
    Good to Great: Maximizing Fundraising Performance and Donor-base Potential
    8:55
  41. 49.
    Estate Planning Flags #10: Adding Adult Children to Financial Accounts
    16:49
  42. 50.
    Estate Planning Flags #9: Lifetime Gifts of Appreciated Assets
    17:13

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