Thompson & Associates

Thompson & Associates

Por: 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.
99 episodios disponibles

Latest episodes of the podcast Thompson & Associates

Mostrando página 3 de 5

Conversations with Industry Icons - Episode 02 with Brian Sagrestano 25/09/2019
Estate Planning Flags #16: Documents Prepared in Another State 19/09/2019
Conversations with Industry Icons - Introduction 09/09/2019
Conversations with Industry Icons - Episode 01 with Russell James 09/09/2019
Estate Planning Flags #15: Brady Bunch Family 09/08/2019
Winning Traditions 31/07/2019
Estate Planning Flags #14: Recently Married or Divorced 24/07/2019
How to Hire the Right Person for Annual & Major Giving 17/07/2019
Estate Planning Flags #13: Married Couple Estate Under $5 Million 01/07/2019
Donor Capacity vs Donor Propensity 24/06/2019
Estate Planning Flags #12: Portability-Preserve Unused Exemption at Death of First Spouse 13/06/2019
Estate Planning Flags #11: Taxable Estates with No Estate Planning 23/04/2019
Advance Care Planning 02/04/2019
The Preparation Habit 18/03/2019
Good to Great: Maximizing Fundraising Performance and Donor-base Potential 25/02/2019
Estate Planning Flags #10: Adding Adult Children to Financial Accounts 14/12/2018
Estate Planning Flags #9: Lifetime Gifts of Appreciated Assets 05/12/2018
2018 Mid-term Election Results 26/11/2018
Estate Planning Flags #8: Estate as the Beneficiary of an IRA 31/10/2018
Estate Planning Flags #7: Outdated Estate Plans 25/09/2018
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