Thompson & Associates: Recent Episodes
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.
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.
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 Stepfamiliesis 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.
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!
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.
Join us as Eddie sits down with Art Ochoa, Senior Vice President, Advancement, Chief Advancement Officer, at Cedars-Sinai.
In this 9-minute podcast, Art shares:
- What aspect(s) of your job description to focus on to be successful and receive promotions;
- A caution, and encouragement, for individuals who are ambitious and creative;
- What trap not to fall into to maximize donor gift potential.
We're delighted to talk with Laurie Kelley this week from Providence, a large health care provider across seven western states. In this 7-minute podcast, Laurie shares:
- Where she finds the bigger dollars, and ultimately donors who want to stay with the organization through the years;
- Where to give yourself grace;
- How to open the giving doors among reluctant donors;
- And, how to be a better person and leader by making these kinds of "waves."
Eddie talks with Randy Varju from Advocate Aurora Health, the 10th largest health system in the nation.
Randy jam-packs a multitude of invaluable wisdom in this 12-minute podcast, such as:
- The true purpose behind philanthropy, beyond metrics and dollars raised;
- The danger, and lesson learned, in focusing too much on metrics;
- Not to underestimate the reluctance that others have around joining solicitation calls and how to overcome it;
- Defending philanthropy in different ways depending on your audience; and, so much more!
Join us as Eddie sits down with Susan Dolbert, Senior Vice President with City of Hope. In this 9-minute podcast, Susan shares insightful wisdom she's experienced in her fundraising career, such as knowing when to say no to a gift; keeping the relationship healthy and positive between a benefactor and the organization; and, learning to trust your gut - your gut is based on experience!
This week, we have the pleasure of talking with health care philanthropy thought leader, Fred Najjar, from CommonSpirit Health.
In this 15-minute podcast, Fred shares a multitude of lessons he's learned in his career:
• How to treat others, especially as a leader;
• What to look for in hiring new talent for his team;
• How important it is to be a philanthropy advocate at the corporate-level;
• The value of delegating work and trusting your team;
• The drive to always better yourself with continuing education and networking a community, and so much more!
This week, our Founder and CEO Eddie Thompson spends time with Jodi Davis, Chief Philanthropy Officer with California healthcare provider Sutter Health.
In this 9-minute podcast, Jodi shares:
- The approach she utilizes to learn everyday, making life more enjoyable and people and situations more interesting;
- The three best questions to ask your donors to clarify their needs;
- Knowing when to let donors go; and,
-The importance of reminding people why philanthropy exists at her organization, and why it's more important than ever right now.
You likely recognize this popular book trilogy by none other than Alex Brovey titled Zen and the Art of Fundraising. But, when was the last time you read it and have you read all three in the series?
Eddie Thompson, our Founder and CEO, sits down with Alex to discuss what compelled Alex to write the first book, which quickly grew into a trilogy, and how this practical series can empower fundraisers to be successful.
Our Founder and CEO Eddie Thompson sits down with Joe Chickey, from the Sharpe Group. Joe shares what he learned when a donor made an eight-figure gift to another charity; what's critically important to the success of a planned giving program; how to calculate the percentage of planned giving dollars your organization ought to be raising; and, why you should treat donors like family.
Join us as we talk with Mark Larkin, President of Boca Raton Regional Hospital's Foundation. Mark has spent 35 years in philanthropy, with the last 20 in health care.
In this 11-minute podcast, Mark shares:
-How you can get much greater levels of giving (for the same amount of time spent);
-The three components he looks for to replenish his major giving list;
-The key to a successful fundraising event or capital campaign, and more!
For our next industry leader, you likely have one of her books on your shelf. Join Eddie as he sits down with industry veteran, Alexandra Brovey, to hear what she has learned during her 21 years in gift planning.
In this 7-minute podcast, Alex shares:
What has really made a difference in her career that especially resonates during the pandemic—something Eddie points out as the most important lesson in success;
3 simple questions she asks herself when a difficult or uncomfortable situation arises; and, the art of trying too hard to get in front of people.
Join Eddie as he talks with 20-year planned giving marketing veteran Nathan Stelter, President of The Stelter Company. In this 10-minute podcast, Nathan shares his firm belief in this personal quality for achieving success; the most important component when bringing on a new team member; a critical juncture where hard, but important, business decisions had to be made and the impact it had on the company's success; and more!
Take a listen to this short 5-minute podcast with Lynn Ierardi, J.D., author of Storytelling: The Secret Sauce of Fundraising Success, to hear what inspired her to write this quick, but impactful, read.
Nonprofits have amazing stories to share — stories of perseverance, fortitude, and generosity. Stories give nonprofits a way to stand out in a world that gets noisier every day, where people are looking for ways to find meaning and connection.
Great stories engage donors and raise more money. Scientific evidence confirms good storytelling is one of the most powerful ways to engage stakeholders and influence behavior. Stories raise awareness, change behavior, and trigger generosity.
But what makes a great story? What ingredients engage the audience and have an impact? What flavors will spark the appetite and make the mouth water? There are some ingredients that are essential. You just can’t make a good sauce without tomatoes.
Join Eddie as he talks with a nationally-known authority on estate planning and planned giving, Larry Katzenstein. Larry divides his practice between representation of wealthy individuals in estate planning matters and serving as outside counsel to planned giving programs at nonprofits nationwide.
Just in time for the holidays, we sit down with Wayne Olson to hear about his new book, Fundraising for Nonprofit Board Members: Wholesome goodness for you and your nonprofit.
Wayne wrote this book to be an easy and quick read, designed specifically for the busy executive. It shows what each board member needs to know about fundraising, and dispels many myths that make fundraising seem unappealing.
The book is the essential resource for all board members charged with fundraising.
In this podcast, hear why Wayne wrote this book and what he hopes it achieves.
Eddie talks with 30-year industry veteran Lynn Ierardi, Director of Gift Planning at University of Pennsylvania and consultant with Gift Planning Advisor.
In this 11-minute podcast, Lynn shares:
-Two virtues she's learned that serve her well in the gift planning world;
-How Penn has persevered through challenging times in the past and present;
-Her encouraging take on how donors are feeling during the pandemic; and,
-A comical story from early in her career that has proven to be a valuable lesson learned many times over the years.
Now more than ever, many organizations (and their decision makers) are focused on getting cash in the door now, but nonprofits who focus their fundraising efforts on non-cash assets raise six times more than those who focus on cash gifts from discretionary income. In this short podcast, hear Dr. Russell James share with Eddie Thompson different ways to sell philanthropy to your organization's leadership.
We sit down with Alice Ayres, President and CEO of the Association for Healthcare Philanthropy (AHP), as they prepare to kick off their Annual International Conference this week (October 21-22), the largest gathering of health care development professionals.
In this 13-minute podcast, Alice shares:
• Two keys to success;
• The differentiating factor for those who are remaining robust through the pandemic; and,
• What she struggled with early in her career that she now shares with those she mentors, especially younger women, that increases someone's ability to grow as a person and leader, bringing more authenticity to their roles.
Thompson & Associates Founder and CEO Eddie Thompson sits down with President and CEO of the National Association of Charitable Gift Planners (NACGP) to talk about the association's great work and resources available to the industry. Recorded after NACGP's national conference in October 2019.
With Crescendo's Practical Planned Giving Conference kicking off digitally this week, we took a moment to sit down and talk with Crescendo Interactive's President and CEO Charles Schultz.
Charles has greatly impacted the nonprofit industry with the development of Crescendo Interactive launched in 1984. Additionally, Charles is a big contributor to our own Founder and CEO, Eddie Thompson's, career.
Hear from Charles on:
-One thing that has not changed over his 40 years in the nonprofit industry;
-Two things that have changed in the industry;
-How COVID-19 has impacted electronic marketing versus printed marketing;
-Emerging technologies that will impact donor education and communication; and,
-What he learned from his career's biggest mistake.
Don't miss Shannon Duval in this excellent podcast, where she shares powerful suggestions to consider no matter what point you find yourself in your career to achieve all the success you seek.
There are scores of ways individuals can give to an organization. But, we can’t confuse method of giving with motivation for giving. In this podcast, Founder and CEO Eddie Thompson shares 3 primary reasons why individuals are motivated to give. You’ll learn the key to unlocking the powerful impact that can be found between the how and why an individual gives.
In this series’ tenth installment, hear industry veteran Sid Mallory candidly tell his own stories of mishap on his way to becoming a highly knowledgeable and successful fundraiser. Listen as the AHP Fellow and former recipient of AHP’s Si Seymour Award explains the lessons he’s learned during his prestigious career. Sid’s simple reminders will help keep you on a successful track!
Our Founder and CEO Eddie Thompson talks with one of the nation's leading health care philanthropy professionals with more than three decades of experience, Bill Littlejohn from Sharp Healthcare. Bill has led and directed philanthropic programs that have generated nearly a billion dollars. In this podcast, Bill shares his philosophy and drive for philanthropy, cautions of easy traps to fall into, and inspires professionals what to truly focus on as fundraisers to achieve lasting impact.
Founder and CEO Eddie Thompson discusses 5 steps for nonprofits to weather a market recession with their donor base.
Listen in as our Founder and CEO Eddie Thompson talks with industry legend Jerry Linzy from Jerold Panas, Linzy & Partners, Inc.
Jerry shares:
• The 3 simple roles of a nonprofit's board
• The key question for new board members
• How philanthropy today differs from the 1980s
• An industry-wide challenge facing philanthropy
Being a fundraiser is a lot like being a professional matchmaker. You introduce eligible people to your organization, point out its best qualities, and hope they fall in love with your organization. But, how do you get people to fall in love so much that they leave your organization an estate gift?
In this podcast, Founder and CEO Eddie Thompson shares 6 reasons why individuals fall in love with an organization, leaving them an estate gift. Eddie shares ways to cultivate your donor relationships, making a "match" much more likely among your supporters.
Listen in with our Founder and CEO Eddie Thompson's conversation with industry thought leader, David Flood, Senior VP and CDO for Intermountain Healthcare.
Don't miss this powerful episode where David shares humble lessons he's learned in his philanthropy career, including what Eddie calls the most important lesson in fundraising!
Listen in as President Cayce Powell talks with our planning attorneys Bill Gustoff and Jason Meredith on how the recent passing of the SECURE Act affects estate plans and how nonprofit organizations can help ensure their supporters have the plans they desire.
Listen in with our Founder and CEO Eddie Thompson's conversation with industry leader, Steve Orr, Managing Partner of the Orr Group to learn what he's learned about the nonprofit industry and how he works to improve it with his financial and business background.
In this episode, Founder and CEO Eddie Thompson proposes a new pyramid corresponding to an individual’s affinity to your organization and how developing passion for your mission leads to greater financial support for your organization.
Listen in on our Founder and CEO Eddie Thompson's conversation with industry leader, Michael Kenyon, President and CEO of the National Associate of Charitable Gift Planners (NACGP) as Michael shares his career lessons.
You don't want to miss this conversation! In this episode, Eddie talks with Bruce Bartoo, CFRE, senior vice president and chief philanthropy officer for MedStar Health.
Bruce packs in tremendous insights he's learned over his career, where he shares:
• What he strives for in his role as a philanthropic leader;
• What never to do as a fundraiser;
• What he's found to be a significant cause for people to be inspired and motivated in becoming more involved in your organization in a meaningful way and how to uncover it, and so much more!
Bruce's stories and nuggets of wisdom serve as perfect reminders for our every day work! So much so that Eddie encourages you to bookmark this podcast and listen to it every few weeks.
In this episode, Cayce Powell and Bill Gustoff discuss:
• Why owning property in another state is a potential problem when you pass away.
• How people can avoid transfer issues with out-of-state property.
• Tips to help determine if a donor has property in another state.
In this episode, Eddie talks with one of health care philanthropy’s most provocative thought leaders, Betsy Chapin Taylor, FAHP, where she shares:
-What she wishes she could change about the industry;
-How to view donors and what they really wish to achieve;
-What's required of us to provide to donors to really create impact, and more!
In the second episode of the series, Eddie talks with author, public speaker and thought leader, Brian Sagrestano, JD, where he shares:
• How his diagnosis of a rare form of cancer has reshaped his focus on charitable planning;
• How to approach and stay close to supporters facing a serious health diagnosis;
• The important lesson he learned focusing on what donors want to accomplish for themselves, their families and the organizations they support, and more.
In this episode, Cayce and Bill discuss:
• How states handle estate planning documents executed in another state.
• What happens if documents are prepared in another state.
• What should we do to prepare ourselves to identify these issues and help our donors avoid problems?
Founder and CEO of Thompson & Associates Eddie Thompson introduces his new podcast series of conversations with industry icons, highlighting what they've learned in their careers, while sharing nuggets of wisdom in these bite-sized podcasts. Join us, you won't want to miss it! View more on the series on our website at www.ceplan.com.
Founder and CEO Eddie Thompson talks with Russell James, J.D., Ph.D., CFP. Russell shares who you should you be visiting; an important factor to consider when visiting this demographic; in all of Russell’s research, what has changed over the years and what the number one predictor of leaving a gift has been consistently; what the best gift asset is to receive, and how that affects overall giving; how to motivate transformational giving, and more!
In this episode, Cayce Powell and Jason Meredith discuss:
• What we mean by a "Brady Bunch" family.
• What happens to assets (accounts and real estate/homes) if planning doesn’t specifically consider different scenarios.
• As development officers, what can we be listening for to know if our donors have this issue?
For much of our Founder and CEO Eddie Thompson’s career, he’s focused on what makes outstanding organizations outstanding. In this episode, Eddie compares the winning traditions of two sports franchises to apply to the nonprofit world.
That’s right, Eddie’s comparing the New England Patriots with the Cleveland Browns (sorry, Browns’ fans!). Each team is given the same salary amount for their players, but why are the Patriots much more successful? Eddie explains how the difference can be found in their philosophy and approach, then applies that to the nonprofit industry – what is the key to organizational success?
In this episode, Cayce and Jason discuss:
• Problems created by lack of planning for people recently married and/or divorced.
• Practical things people need to do when they get married or divorced.
• As development officers, what can we be listening for to know if our donors have this issue?
In this 8-minute podcast, Founder and CEO Eddie Thompson shares on a topic we are all challenged by - how to hire the right person for annual and major giving. These important team members are critical to achieving your organization’s mission, and having the wrong people in these roles can be costly. It’s imperative we take our time to qualify candidates.
Take a listen as Eddie shares questions to ask yourself as you prepare to fill these positions, along with questions to ask your candidates to find the perfect fit.
In this episode, Cayce Powell and Jason Meredith discuss married couple estates valued under $5 Million. They'll highlight:
• Recent estate tax law changes
• Reducing married couples' estate tax using a bypass trust
• Why a good bypass trust a few years ago may not be good planning now
What’s more important – a donor’s capacity to give or propensity to give?
We spend a great deal of time and energy looking at an individual’s capacity, or net worth. But, in today’s podcast, Eddie talks about the importance of not only an individual’s capacity but their propensity to give.
Listen in as Eddie shares why this is so important, along with specific questions to ask donors to determine both their capacity AND propensity.
President Cayce Powell, MBA, JD, FCEP and Executive Vice President Jason Meredith, MBA, JD, FCEP discuss:
1. Brief history of estate tax law and the "use it or lose it" exemption.
2. How can DSUEA be preserved?
3. As development officers, what can we be listening for to know if our donors have this issue?
President Cayce Powell, MBA, JD, FCEP and Executive Vice President Jason Meredith, MBA, JD, FCEP discuss:
- Brief history of estate tax law and the exemption amounts.
- The importance of the charitable deduction to avoid estate tax.
- Is estate planning just to avoid estate tax?
With the annual National Healthcare Decisions Day coming up on April 16, Founder and CEO Eddie Thompson joins Executive Vice President Jason Meredith to discuss the importance of advance care planning.
Listen in as Founder and CEO Eddie Thompson talks about building long-term relationships with donors and the importance of having thoughtful preparation for these meetings, whether it be a friend, long-time board member or potential donor.
Eddie humbly shares some of his past mistakes and the lessons he learned from them in hopes to save others from the embarrassment or, worse, offending a donor.
Listen in as Founder and CEO Eddie Thompson discusses how to make the leap from being a good fundraiser to a great fundraiser! Excel at maximizing the dollars raised for helping your organization’s mission! Eddie applies best-selling author Jim Collins findings from his book Good to Great to the nonprofit fundraising world.
In this episode, Cayce Powell and Jason Meredith discuss:
• Why would someone add a child to a financial account?
• What are the problems with adding someone as an owner of a financial account?
• What are better options to accomplish the same thing?
In this episode, Cayce Powell and Bill Gustoff discuss reasons why giving appreciated assets during lifetime may not be the best plan. They also point out a few exceptions where a nonprofit can benefit from appreciated assets during a donor’s life.
• What are lifetime gifts of appreciated assets?
• What are barriers of giving appreciated assets during life?
• How can nonprofits help some donors who have savings bonds and IRAs give more effectively?
Hear Founder and CEO Eddie Thompson and Thompson & Associates' lead planning attorney Jason Meredith discuss how the recent mid-term election will impact your organization and donors.
In this episode, Cayce and Jason discuss:
• How tax-deferred accounts (i.e., IRA’s) are typically left to heirs and charity
• Why IRAs are such powerful tools to leave to charity
• Some concerns of leaving IRAs to charity
In this episode, Cayce and Jason discuss:
• Why it's important to have an updated estate plan
• What factors make an estate plan outdated
• When someone should update their estate plan
• Why it's important for development officers to help donors update their estate plan
In this episode, Cayce Powell, MBA, JD, FCEP and Jason Meredith, MBA, JD, FCEP discuss:
• What is a Medical Power of Attorney? How is it different than a Durable Power of Attorney?
• Who should be named as the agent on a Medical Power of Attorney?
• Why is it important for development officers to know about it?
In this episode, Cayce Powell, MBA, J.D., FCEP and Jason Meredith, J.D., FCEP discuss:
-What happens at a typical estate planning seminar?
-What are some issues with an unfunded revocable trust?
-Do supporters with an unfunded revocable trust have an estate plan that reflects their values and objectives?
In this episode, Cayce Powell, MBA, JD, FCEP and Bill Gustoff, JD, FCEP discuss minor children as beneficiaries:
• Why naming a minor as a beneficiary is an estate planning red flag
• What happens when a minor receives an estate distribution
• Appropriate times or situations to name a minor as a beneficiary
• Available options when leaving an account or asset to a minor
In this episode, Cayce Powell, MBA, JD, FCEP and Bill Gustoff, JD, FCEP discuss nonprobate assets:
• What is the structure of a good estate plan?
• What is the purpose and process of probate?
• Why is it so important?
• What are non-probate assets?
• Why can they be a red flag? What to know and how to handle.
In this episode, Cayce Powell, MBA, JD, FCEP and Bill Gustoff, JD, FCEP discuss self-prepared estate plans.
• What are self-prepared estate plans?
• Are they common?
• Are they valid?
• What are the most common problems seen with self-prepared plans?
In this episode, Cayce Powell, MBA, JD, FCEP and Jason Meredith, MBA, JD, FCEP discuss outright distributions.
• What is an outright distribution?
• Could leaving assets outright to beneficiaries be a mistake?
• How do you handle life insurance and retirement accounts?
• What are the benefits of an alternative distribution strategy?
Join Founder and CEO of Thompson & Associates, Eddie Thompson, as he speaks with Senior Vice President Frank Stepp, FCEP, as they discuss the importance of the Thompson & Associates’ Planning Services Agreement and how it helps us work with a nonprofit and their supporters.
- What is the purpose of the Services Agreement?
- How is the Services Agreement introduced to a nonprofit’s supporter/planning client?
- What does the Services Agreement help us accomplish?
- Explain who is paying for Thompson & Associates’ services and why, how the sponsoring nonprofit serves the community, and how upgrades in technology and services from the nonprofit come mostly from donations and not billings
DEV – The Development (DEV) podcasts, hosted by Thompson & Associates CEO Eddie Thompson, share wisdom from some of the nation’s most seasoned professionals on a wide variety of fundraising-related topics.
www.ceplan.com
Join Founder and CEO of Thompson & Associates, Eddie Thompson, as he speaks with Kristen Schultz Jaarda, J.D., LL.M., Executive Vice President at Crescendo Interactive, as they discuss online planned giving software and what this means for fundraisers on-the-go. In this podcast, they will cover the following points, and more:
- How do you incorporate technology to supplement and educate your donor base?
- What are software or online service options to broaden and deepen the security of gifts?
- What are some changes seen in planned giving in the last couple of years?
- How has technology changed to respond to these industry changes?
DEV – The Development (DEV) podcasts, hosted by Thompson & Associates CEO Eddie Thompson, share wisdom from some of the nation’s most seasoned professionals on a wide variety of fundraising-related topics.
www.ceplan.com
Join Founder and CEO of Thompson & Associates, Eddie Thompson, as he speaks with Vice President of Gift Clarity, Barrett Thompson, FCEP as they discuss the fundamentals of establishing a successful annual giving program.
DEV – The Development (DEV) podcasts, hosted by Thompson & Associates CEO Eddie Thompson, share wisdom from some of the nation’s most seasoned professionals on a wide variety of fundraising-related topics.
www.ceplan.com
Join Founder and CEO of Thompson & Associates, Eddie Thompson, as he speaks with Executive Vice President Jason Meredith, J.D., FCEP. They will discuss the basics of Charitable Remainder Trusts (CRTs). In this podcast, they will cover the following points, and more:
- What is a Charitable Remainder Trust (CRT)?
- What are the advantages of setting up a CRT in your Will?
- What type of asset(s) works best in a CRT?
- Is there a protective aspect of a CRT?
- How does the May 2014 Supreme Court ruling affect Inherited IRAs?
- How much does an individual have to have before you setup a CRT?
DEV – The Development (DEV) podcasts, hosted by Thompson & Associates CEO Eddie Thompson, share wisdom from some of the nation’s most seasoned professionals on a wide variety of fundraising-related topics.
www.ceplan.com
Join Founder and CEO of Thompson & Associates, Eddie Thompson, as he speaks with Principal of Henderson Mallory Partners, Sid Mallory, MBA, FAHP. They will discuss capital campaigns. In this podcast, they will cover the following points, and more:
- What are some changes seen in the last five years for capital campaigns?
- Are these positive changes that we will continue to see in future campaigns?
- What are the crucial elements to having a successful capital campaign?
DEV – The Development (DEV) podcasts, hosted by Thompson & Associates CEO Eddie Thompson, share wisdom from some of the nation’s most seasoned professionals on a wide variety of fundraising-related topics.
www.ceplan.com
Join Founder and CEO of Thompson & Associates, Eddie Thompson, as he speaks with President Cayce Powell, MBA, J.D., FCEP, discussing the characteristics of major gift donors and the differences between major gift and planned giving donors. Do they act and think differently? In this podcast, they will cover how to discover and unleash your organization’s potential as they cover the following points, and more:
- What are the basic characteristics of major gift donors and prospects?
- How can an organization distinguish who their prospects are within their database?
- A vital exercise many nonprofits are missing that could unleash huge potential.
- What new industry-changing data is indicating for nonprofit organizations.
DEV – The Development (DEV) podcasts, hosted by Thompson & Associates CEO Eddie Thompson, share wisdom from some of the nation’s most seasoned professionals on a wide variety of fundraising-related topics.
www.ceplan.com
Join Founder and CEO of Thompson & Associates, Eddie Thompson, as he speaks with Sue Thompson, MS, President and CEO of UnityPoint Health in Fort Dodge, IA, on women in philanthropy. In this podcast, they will cover the following points, and more:
- Article goals
- Personal legacy
- One example of a fun program
- What’s the “magic pill” to help CEOs see the value of philanthropy?
Sue's Article Link: http://www.ceplan.com/files/downloads/pdf/womeninphil-st-0614.pdf
*The end of this podcast was cut short just slightly. Here is the conclusion of this podcast:
Eddie: What’s the magic pill to help CEO’s see the value in this?
Sue: The magic pill, unfortunately in healthcare, is the fact that reimbursement in the traditional way of putting the bottom line together is diminishing quickly. And, we’re seeing a dramatic transformation of not only how we’re reimbursed for care, but how we’re going to be required to provide care to our population. And, in that transition, and frankly in the transformation, new ways of being able to sustain organizations will be required. And Philanthropy is the great frontier of promise for the sustainability of healthcare organizations going through tremendous transformation.
DEV – The Development (DEV) podcasts, hosted by Thompson & Associates CEO Eddie Thompson, share wisdom from some of the nation’s most seasoned professionals on a wide variety of fundraising-related topics.
www.ceplan.com
Join Founder and CEO of Thompson & Associates, Eddie Thompson, as he speaks with Vice President Mike Cowart, FCEP, on the culture of philanthropy. In this podcast, they will cover the following points, and more:
- How do you create a culture of philanthropy?
- What are the keys to success in establishing a philanthropic culture?
- What else should be considered when thinking about creating this culture?
- How important is it to acknowledge an employee or volunteer for giving a referral?
DEV – The Development (DEV) podcasts, hosted by Thompson & Associates CEO Eddie Thompson, share wisdom from some of the nation’s most seasoned professionals on a wide variety of fundraising-related topics.
www.ceplan.com
Join Founder and CEO of Thompson & Associates, Eddie Thompson, as he talks with Dennis Linderbaum, President of UnityPoint Health Foundation, about how Dennis introduces philanthropy to wealthy individuals. In this podcast, they will cover the following points, and more:
- How do you engage wealthy individuals to be philanthropists with your organization?
- What are things you listen for in conversations?
- What are the key elements in growing your engagements with individuals?
- How can you organize your campus tour to make the biggest impact?
- Once an individual has expressed interest, how do you steward their relationship?
DEV – The Development (DEV) podcasts, hosted by Thompson & Associates CEO Eddie Thompson, share wisdom from some of the nation’s most seasoned professionals on a wide variety of fundraising-related topics.
www.ceplan.com
Join Founder and CEO of Thompson & Associates, Eddie Thompson, as he speaks with President of Legal Services, Bill Gustoff, JD, FCEP, as they discuss a powerful, and under utilized, planning technique, called Charitable Lead Trusts. In this podcast, they will cover the following points, and more:
- What is a Charitable Lead Trust (CLT)?
- Do you have to be wealthy to setup a CLT?
- Can you use the income out of a CLT to satisfy long-term capital campaign pledges?
- What are different types of CLTs and how do they work?
- What are Grantor and Non-Grantor trusts?
- Are there any advantages in reducing, or avoiding, Generation Skipping Tax by using a CLT?
- If an asset is in a CLT, can beneficiaries enjoy the growth? Or, are they liable for Capital Gains Tax?
DEV – The Development (DEV) podcasts, hosted by Thompson & Associates CEO Eddie Thompson, share wisdom from some of the nation’s most seasoned professionals on a wide variety of fundraising-related topics.
www.ceplan.com
Direct mail is a challenge for nonprofits, with so many different mixed messages out there. Letters should be how long, how often, to which audience, etc? Join us as Founder and CEO Eddie Thompson, Ed.D., FCEP talks with Vice President Mike Cowart, FCEP on his experience of what really works, creating an environment where philanthropy really flourishes.
- How do you take an acquaintance and help them become a philanthropist?
- Who should our audience be?
- Should nonprofits perform direct mail tests? What types of tests should be done?
- Recent trends of how many nonprofits donors are giving to, and how this affects your mailings.
DEV – The Development (DEV) podcasts, hosted by Thompson & Associates CEO Eddie Thompson, share wisdom from some of the nation’s most seasoned professionals on a wide variety of fundraising-related topics.
www.ceplan.com
Join Founder and CEO of Thompson & Associates, Eddie Thompson, as he speaks with Paul Dyer, with MD Designs, discussing how to build a valuable donor recognition wall. In this podcast, they will cover the following points, and more:
- Why would a nonprofit go to the expense and trouble to put up a donor wall?
- What is the most successful approach?
- What are some of the biggest mistakes in creating a donor wall?
- What are the recent trends?
- Is it possible to view donor recognition displays online?
- What is a typical cost range for something very small to something extravagant?
DEV – The Development (DEV) podcasts, hosted by Thompson & Associates CEO Eddie Thompson, share wisdom from some of the nation’s most seasoned professionals on a wide variety of fundraising-related topics.
www.ceplan.com
Join President of Thompson & Associates, Cayce Powell, as he speaks with Vice President, Johni Hays, JD, FCEP, as they discuss Income in Respect of a Decedent (IRD) assets. In this podcast, they will cover the following points, and more:
- What is Income in Respect of a Decedent (IRD)?
- What are some planning strategies to avoid it?
- Leaving IRD assets to charities vs leaving them to family or loved ones
EP – The Estate Planning (EP) podcasts, hosted by Thompson & Associates President Cayce Powell, focus on basic estate planning principles and tools with a slant on how planning strategies could benefit donors and nonprofit organizations.
www.ceplan.com
Join President of Thompson & Associates, Cayce Powell, as he speaks with Executive Vice President, Jason Meredith, JD, FCEP, as they discuss the basics of probate. In this podcast, they will cover the following points, and more:
- What are IRAs and how do they work?
- When are you required to take money out of an IRA?
- How do the required minimum distribution amounts change as you age?
- What does “stretch IRA” or “inherited IRA” mean?
EP – The Estate Planning (EP) podcasts, hosted by Thompson & Associates President Cayce Powell, focus on basic estate planning principles and tools with a slant on how planning strategies could benefit donors and nonprofit organizations.
www.ceplan.com
Join President of Thompson & Associates, Cayce Powell, as he speaks with Executive Vice President, Jason Meredith, JD, FCEP, as they discuss the different documents and resources involved in estate planning. In this podcast, they will cover the following points, and more:
- What documents typically result from the estate planning process?
- What are the approximate costs associated with the process?
- Is it appropriate for individuals to call around to local attorneys inquiring about their estate planning fees?
- Are online legal websites a good resource to utilize to complete estate planning documents? Why or why not?
EP – The Estate Planning (EP) podcasts, hosted by Thompson & Associates President Cayce Powell, focus on basic estate planning principles and tools with a slant on how planning strategies could benefit donors and nonprofit organizations.
www.ceplan.com
Join President of Thompson & Associates, Cayce Powell, as he speaks with Executive Vice President, Jason Meredith, JD, FCEP, as they discuss the basics of estate planning. In this podcast, they will cover the following points, and more:
- What is estate planning?
- Why does someone need estate planning?
- What is involved in the process of estate planning?
- What document(s) make up an estate plan?
- Does the value of an estate affect the estate planning process?
- Why doesn’t everyone have an estate plan?
EP – The Estate Planning (EP) podcasts, hosted by Thompson & Associates President Cayce Powell, focus on basic estate planning principles and tools with a slant on how planning strategies could benefit donors and nonprofit organizations.
www.ceplan.com
Join President of Thompson & Associates, Cayce Powell, as he speaks with the President of our Legal Division, Bill Gustoff, JD, FCEP, as they give an overview of transfer taxes. In this podcast, they will cover the following points, and more:
- What is transfer tax?
- What is the gift tax? How is it calculated?
- What is the estate tax? How is it calculated? Who pays this?
- What assets make up an individual’s estate?
- Is there state and federal estate tax?
- What’s the percentage of Americans that the estate tax affects?
- How can nonprofits be talking to their donors in this regards?
EP – The Estate Planning (EP) podcasts, hosted by Thompson & Associates President Cayce Powell, focus on basic estate planning principles and tools with a slant on how planning strategies could benefit donors and nonprofit organizations.
www.ceplan.com
Join President of Thompson & Associates, Cayce Powell, as he speaks with the President of our Legal Division, Bill Gustoff, JD, FCEP, as they discuss the charitable deduction. In this podcast, they will cover the following points, and more:
- What is the charitable deduction?
- Why does the government allow gifts to charity be deducted from taxes?
- What is required for a charitable gift to be deductible?
- How is the charitable deduction calculated?
- What’s the difference between a deduction for income tax vs estate tax?
- What are other ways to receive charitable deductions?
- How do donors view the charitable deduction, and how does this affect nonprofits?
EP – The Estate Planning (EP) podcasts, hosted by Thompson & Associates President Cayce Powell, focus on basic estate planning principles and tools with a slant on how planning strategies could benefit donors and nonprofit organizations.
www.ceplan.com
Join President of Thompson & Associates, Cayce Powell, as he speaks with Vice President John Webber, JD, FCEP, as they discuss conservation easements. In this podcast, they will cover the following points, and more:
- What is a conservation easement?
- Why would someone utilize a conservation easement?
- What are the tax advantages?
- Who enforces the easement?
- Are there land use restrictions involved?
- Can conservation easements be created before and after death?
- Where can someone find out more information on creating conservation easements?
EP – The Estate Planning (EP) podcasts, hosted by Thompson & Associates President Cayce Powell, focus on basic estate planning principles and tools with a slant on how planning strategies could benefit donors and nonprofit organizations.
www.ceplan.com
Join President of Thompson & Associates, Cayce Powell, as he speaks with Senior Vice President Bob Hoffman, CSPG, CFRE, FCEP, as they discuss charitable remainder trusts (CRTs). In this podcast, they will cover the following points, and more:
- What is a CRT?
- What is a testamentary CRT?
- What are the motivating reasons behind the decision to utilize this tool?
- What are benefits to families?
- What tax issues are involved?
- What are the tax advantages?
- What estates would benefit?
EP – The Estate Planning (EP) podcasts, hosted by Thompson & Associates President Cayce Powell, focus on basic estate planning principles and tools with a slant on how planning strategies could benefit donors and nonprofit organizations.
www.ceplan.com
Join President of Thompson & Associates, Cayce Powell, as he speaks with Vice President Johni Hays, JD, FCEP, as they discuss the basics of an Individual Retirement Account (IRA). In this podcast, they will cover the following points, and more:
- What are IRAs and how do they work?
- When are you required to take money out of an IRA?
- How do the required minimum distribution amounts change as you age?
- What does “stretch IRA” or “inherited IRA” mean?
EP – The Estate Planning (EP) podcasts, hosted by Thompson & Associates President Cayce Powell, focus on basic estate planning principles and tools with a slant on how planning strategies could benefit donors and nonprofit organizations.
www.ceplan.com
Join President of Thompson & Associates, Cayce Powell, as he speaks with Vice President Charles Slamar, JD, LL.M., FCEP, discussing the basics of private foundations. In this podcast, they will cover the following points, and more:
- What is a private foundation?
- What are the benefits of setting up a private foundation?
- Should nonprofits be weary of private foundations?
EP – The Estate Planning (EP) podcasts, hosted by Thompson & Associates President Cayce Powell, focus on basic estate planning principles and tools with a slant on how planning strategies could benefit donors and nonprofit organizations.
www.ceplan.com
Join President of Thompson & Associates, Cayce Powell, as he speaks with Vice President Lynn Watson, J.D., FCEP, discussing the basics of Charitable Remainder Trusts (CRT). In this podcast, they will cover the following points, and more:
- What is a Charitable Remainder Trust?
- How do you establish a CRT?
- What can you put into a CRT?
- What are different payout options for a CRT?
EP – The Estate Planning (EP) podcasts, hosted by Thompson & Associates President Cayce Powell, focus on basic estate planning principles and tools with a slant on how planning strategies could benefit donors and nonprofit organizations.
www.ceplan.com
Join President of Thompson & Associates, Cayce Powell, as he speaks with Senior Vice President Jeremy Pharr, J.D., FCEP, discussing the basics of Income in Respect of a Decedent (IRD) assets. In this podcast, they will cover the following points, and more:
- What is Income in Respect of a Decedent (IRD)?
- Why are IRD assets good to leave to charity?
- How do you leave IRD assets to charity?
EP – The Estate Planning (EP) podcasts, hosted by Thompson & Associates President Cayce Powell, focus on basic estate planning principles and tools with a slant on how planning strategies could benefit donors and nonprofit organizations.
www.ceplan.com
Join Founder and CEO of Thompson & Associates, Eddie Thompson, as he speaks with President Cayce Powell, MBA, J.D., FCEP, discussing bequests and other forms of testamentary gifts. In this podcast, they will cover the following points, and more:
- How can a donor make these types of gifts?
- Does it require a donor to rewrite their Will?
- Can a donor change the beneficiaries once they have been established?
- How can a donor ensure that their spouse is taken care of first and foremost?
- What are the drawbacks to consider with these types of gifts?
- What are the options available to leave a bequest in a Will?
- Are there advantages to having charitable donations come from a retirement account as opposed to coming out of an estate?
DEV – The Development (DEV) podcasts, hosted by Thompson & Associates CEO Eddie Thompson, share wisdom from some of the nation’s most seasoned professionals on a wide variety of fundraising-related topics.
www.ceplan.com
Join Founder and CEO of Thompson & Associates, Eddie Thompson, as he speaks with Gift Clarity’s President Scott Belina, discussing donor analytics. In this podcast, they will cover the following points, and more:
- Many nonprofits do donor analysis based on wealth, is that the best approach?
- What is the best approach to analyzing a donor?
- Are there basic characteristics, or lifestyles, that indicate a propensity to give?
- What is the most important ingredient to being a successful fundraiser?
- What are the limitations of the typical wealth analyses performed on donors?
DEV – The Development (DEV) podcasts, hosted by Thompson & Associates CEO Eddie Thompson, share wisdom from some of the nation’s most seasoned professionals on a wide variety of fundraising-related topics.
www.ceplan.com
Join Founder and CEO of Thompson & Associates, Eddie Thompson, as he speaks with Gift Clarity’s Vice President Barrett Thompson, FCEP, discussing how to solicit a major gift. In this podcast, they will cover the following points, and more:
- What type of training do nonprofit executives receive to solicit a gift?
- Do nonprofit executives tend to feel nervous or confident when soliciting a gift? Do they tend to speak too long, aren’t very clear, or maybe a combination?
- Is a there a suggested script nonprofits should use, or should they follow the conversation with a donor naturally?
- What 13 steps should nonprofits follow in one meeting with a donor to solicit a gift?
DEV – The Development (DEV) podcasts, hosted by Thompson & Associates CEO Eddie Thompson, share wisdom from some of the nation’s most seasoned professionals on a wide variety of fundraising-related topics.
www.ceplan.com
Join President of Thompson & Associates, Cayce Powell, as he speaks with Senior Vice President Tom Cullinan, J.D., as they continue their discussion on the topic of property, specifically focusing on joint ownership. In this podcast, they will cover the following points, and more:
- What are some ways two or more people can own property?
- What’s the difference between a community property state and a separate property state?
- For property I own with someone else, how can I tell what type of ownership it falls into?
- What happens at the death of one owner if the title lists two or more owners with the words “tenants in common” or has no words?
- If the title of a bank account or other asset has the words “as joint tenants” or something similar, what does that mean?
- What are different ways ownership can be transferred at death?
- Does the value of property add any level of complexity to transferring the property or estate planning?
EP – The Estate Planning (EP) podcasts, hosted by Thompson & Associates President Cayce Powell, focus on basic estate planning principles and tools with a slant on how planning strategies could benefit donors and nonprofit organizations.
www.ceplan.com
Join President of Thompson & Associates, Cayce Powell, as he speaks with Senior Vice President Tom Cullinan, J.D., discussing the topic of property. In this podcast, they will cover the following points, and more:
- From an estate planning context, what are the different types of property?
- What proves that I own property?
- Why does it matter which type of property it is?
EP – The Estate Planning (EP) podcasts, hosted by Thompson & Associates President Cayce Powell, focus on basic estate planning principles and tools with a slant on how planning strategies could benefit donors and nonprofit organizations.
www.ceplan.com
Join Founder and CEO of Thompson & Associates, Eddie Thompson, as he discusses with Senior Vice President Tom Cullinan, JD, the power of the written word and how it can motivate donors. In this podcast, they will cover the following points, and more:
- How the written word can motivate donors.
- The process involved in writing strong pieces.
- How to motivate a donor you’ve never met with written word.
- The effect of modern technology on today’s communication methods.
- What’s the preferable length of communications to donors?
DEV – The Development (DEV) podcasts, hosted by Thompson & Associates CEO Eddie Thompson, share wisdom from some of the nation’s most seasoned professionals on a wide variety of fundraising-related topics.
www.ceplan.com
Join Founder and CEO of Thompson & Associates, Eddie Thompson, as he talks with Senior Vice President Jeremy Pharr, JD, FCEP, about what type of person makes an estate gift. In this podcast, they will cover the following points, and more:
- What type of person makes an estate gift?
- Is there a personality trait that makes someone reluctant to join a heritage society?
- Life situations that lend themselves to people really considering making an estate gift.
- What are some tips to finding your organization’s best planned giving prospects?
DEV – The Development (DEV) podcasts, hosted by Thompson & Associates CEO Eddie Thompson, share wisdom from some of the nation’s most seasoned professionals on a wide variety of fundraising-related topics.
www.ceplan.com
Join Founder and CEO of Thompson & Associates, Eddie Thompson, as he speaks with Senior Vice President Bob Hoffman, CSPG, CFRE, FCEP, on the topic of the board's role in securing gifts for nonprofits. In this podcast, they will cover the following points, and more:
- How to get the board more involved in securing gifts?
- What is the role of a board member in securing gifts?
- Before a board member is approved, what are some steps to help clearly define their new role and expectation?
- What kind of training should be offered to new board members?
- What are examples of things that outstanding board members do?
- What is the capstone to a very strong board?
DEV – The Development (DEV) podcasts, hosted by Thompson & Associates CEO Eddie Thompson, share wisdom from some of the nation’s most seasoned professionals on a wide variety of fundraising-related topics.
www.ceplan.com
Join Founder and CEO of Thompson & Associates, Eddie Thompson, as he discusses what he's found to be the top 10 characteristics shared by successful fundraisers. In this podcast, Eddie will cover the following points, and more:
- Why are some fundraisers more successful than others? Are they more motivated, possess special skills and special talents that the average does not?
- Is the amount of money raised the best indicator of someone’s skill, knowledge and ability?
- Most successful fundraisers share a number of characteristics.
- The best fundraisers possess most, if not all, of the 10 characteristics discussed in this episode.
DEV – The Development (DEV) podcasts, hosted by Thompson & Associates CEO Eddie Thompson, share wisdom from some of the nation’s most seasoned professionals on a wide variety of fundraising-related topics.
www.ceplan.com
Join Founder and CEO of Thompson & Associates, Eddie Thompson, as he talks with Vice President Joe McKay, CPA, JD, on the topic of counting and accounting for a planned gift. In this podcast, they will cover the following points, and more:
- What’s the difference between counting and accounting planned gifts?
- Who is responsible for counting, and who is responsible for accounting?
- How do you count a planned gift? How do you account for a planned gift?
- How do you explain the difference of counting and accounting for a planned gift to a CFO?
- Why is it good to both count and account for a planned gift?
- How do you ensure that gifts aren’t counted twice?
- What changes have occurred in accounting/counting gifts in terms of donor recognition? Are these changes good, and why?
DEV – The Development (DEV) podcasts, hosted by Thompson & Associates CEO Eddie Thompson, share wisdom from some of the nation’s most seasoned professionals on a wide variety of fundraising-related topics.
www.ceplan.com
Join Founder and CEO of Thompson & Associates, Eddie Thompson, as he discusses the different types of gifts people are giving today with Vice President Johni Hays, JD, FCEP. In this podcast, they will cover the following points, and more:
- What types of gifts are people giving today?
- What percent are revocable gifts?
- Should there be any pause when a donor says they’d rather make a 4. revocable gift as opposed to irrevocable?
- How rare is it that donors do not continue with a revocable gift to their death?
- Does it help donors to rely on revocable gifts?
- Why do donors often under pledge out of their estate, giving a smaller value than what they really believe is going to come?
- How do donors’ behavior or personality styles and traits affect their likeliness to give? Or, their likeliness to be included in a historical, memorial or heritage society?
- Which donors may not be your best major gift or capital campaign donors, but your best planned giving prospects?
- What are the top five forms of giving?
- Details on a tremendous program opportunity for a deeper dive into planned giving.
DEV – The Development (DEV) podcasts, hosted by Thompson & Associates CEO Eddie Thompson, share wisdom from some of the nation’s most seasoned professionals on a wide variety of fundraising-related topics.
www.ceplan.com
Join Founder and CEO of Thompson & Associates, Eddie Thompson, as he speaks with Executive Vice President Ron Smith, FCEP, on the topic of identifying good planned giving prospects. In this podcast, they will cover the following points, and more:
- How do you find really good planned giving prospects?
- What does a planned giving prospect look like?
- What are some of the characteristics, lifestyles, indicators that make up good prospects?
- What groups of people are more likely to give? Business owners? Singles? Volunteers? Physicians? Employees?
- Don’t let certain historical data misguide you: what’s the significance in annual giving versus lifestyle and giving history?
- Are there things that we can do with retirement accounts that can really make a difference?
- What are three really important questions individuals have to make before they give a major gift?
DEV – The Development (DEV) podcasts, hosted by Thompson & Associates CEO Eddie Thompson, share wisdom from some of the nation’s most seasoned professionals on a wide variety of fundraising-related topics.
www.ceplan.com