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 5 de 5

EP: Estate Planning with Jason Meredith, JD, FCEP 23/05/2014
EP: Transfer Taxes with Bill Gustoff, JD, FCEP 23/05/2014
EP: The Charitable Deduction with Bill Gustoff, JD, FCEP 23/05/2014
EP: Conservation Easements with John Webber, JD, FCEP 23/05/2014
EP: Leaving IRD/IRA Assets to Charitable Remainder Trust (CRT) with Bob Hoffman, CSPG, CFRE, FCEP 23/05/2014
EP: Individual Retirement Accounts (IRAs) with Johni Hays, JD, FCEP 22/05/2014
EP: Private Foundations with Charles Slamar, JD, LL.M., FCEP 22/05/2014
EP: Charitable Remainder Trusts (CRT) with Lynn Watson, J.D. 15/04/2014
EP: Income in Respect of a Decedent (IRD) Assets with Jeremy Pharr, J.D. 15/04/2014
DEV: Simple Bequests with Cayce Powell, MBA, J.D., FCEP 04/04/2014
DEV: Donor Analytics with Scott Belina 04/04/2014
DEV: How to Solicit a Major Gift with Barrett Thompson, FCEP 04/04/2014
EP: Joint Ownership with Tom Cullinan, J.D. 03/04/2014
EP: Types of Property with Tom Cullinan, J.D., 03/04/2014
DEV: The Written Word Motivating Donors with Tom Cullinan, JD 25/02/2014
DEV: What Type of Person Makes an Estate Gift with Jeremy Pharr, JD, FCEP 25/02/2014
DEV: The Board’s Role in Securing Gifts for Nonprofits with Bob Hoffman, CSPG, CFRE, FCEP 11/02/2014
DEV: Characteristics of a Successful Fundraiser with Dr. Eddie Thompson, FCEP 11/02/2014
DEV: Counting & Accounting a Planned Gift with Joe McKay, CPA, JD 10/02/2014
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