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

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Estate Planning Flags #6: Medical Power of Attorney 09/08/2018
Estate Planning Flags #5: Estate Planning Seminars and Unfunded Revocable Trusts 19/07/2018
Estate Planning Flags #4: Minor Children as Beneficiaries 01/06/2018
Estate Planning Flags #3: Non-probate Assets 25/04/2018
Estate Planning Flags #2: Self-prepared Estate Plans 12/03/2018
Estate Planning Flags #1: Outright Distributions from an Estate 11/01/2018
DEV: Introducing the Planning Services Agreement with Frank Stepp, FCEP 07/09/2014
DEV: How to Establish a Successful Annual Gift Program with Barrett Thompson, FCEP 30/08/2014
DEV: Charitable Remainder Trusts (CRTs) with Jason Meredith, J.D., FCEP 30/08/2014
DEV: Capital Campaigns with Sid Mallory, MBA, FAHP 30/08/2014
DEV: Differences Between Major Gift & Planned Giving Donors with Cayce Powell 30/08/2014
DEV: Women in Philanthropy with Sue Thompson, MS 30/08/2014
DEV: Culture of Philanthropy with Mike Cowart, FCEP 23/07/2014
DEV: Introducing Philanthropy to the Wealthy with Dennis Linderbaum 03/07/2014
DEV: Charitable Lead Trusts with Bill Gustoff, JD, FCEP 03/07/2014
DEV: Direct Mail That Works for Nonprofits with Mike Cowart, FCEP 03/07/2014
DEV: How to Build a Valuable Donor Recognition Wall with Paul Dyer 13/06/2014
EP: Income in Respect of a Decedent (IRD) Assets with Johni Hays, JD, FCEP 23/05/2014
EP: Probate with Jason Meredith, JD, FCEP 23/05/2014
EP: Estate Planning Documents with Jason Meredith, JD, FCEP 23/05/2014
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