Doug Olson Email and Phone Number
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For over 15 years I have worked as an independent contractor with Thompson & Associates, the leading charitable estate planning company in the nation. We contract directly with nonprofit organizations, who offer our estate plan review and education services to their constituents as a free service - preparing them to work with their attorney and update other beneficiary documents as needed. We do not provide legal, accounting or tax advice (no drafting of documents). Our focus is education and process facilitation. There is no requirement for a charitable estate gift, and we do not solicit on behalf of the sponsor. The nonprofits like what we do because our service is appreciated by their supporters, and very often brings persons who have only thought about an estate gift to executed tax-wise gift documents.Supported by the expertise of the national Thompson & Associates team, we focus on helping planning clients to walk through a dynamic process that confirms estate planning/legacy desires, reviews current plans and offers a comprehensive set of pre-planning recommendations. We prepare people to meet with their planning attorney and/or do the updating of important financial and legal documents. We employ traditional estate planning techniques, but emphasize values clarification and charitable vehicles to accomplish planning client's family goals and philanthropic dreams, all in concert with their own professional advisors.Specialties: Charitable Estate Planning
Thompson & Associates
View- Website:
- ceplan.com
- Employees:
- 43
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Executive Vice PresidentThompson & Associates Oct 2006 - PresentOmaha, Nebraska Based, Available To Work AnywhereThompson & Associates is the nation's premier gift planning consulting firm, specializing in charitable estate planning. Thompson & Associates works through nonprofit organizations by providing planned giving expertise and leading donors/executives/constituents through a personalized and comprehensive charitable estate planning process.Supported by the expertise of the national Thompson & Associates team, we focus on helping planning clients to walk through a dynamic process that confirms estate planning/legacy desires, reviews current plans and offers a comprehensive set of pre-planning recommendations. We employ traditional estate planning techniques, but emphasize values clarification and charitable vehicles to accomplish planning client's family goals and philanthropic dreams, all in concert with their own professional advisors.Our process is unique and highly effective. We are a proactive service that adds to the nonprofits' planned gifts pipeline expectancies. We sell no products or services nor take commissions or bonuses. We are purely donor-centered with no agenda other than to serve the donor's own estate planning priorities for family and other interests. At no time do we ask our planning clients for charitable gifts. We simply facilitate their own wishes, after assisting in the identification of personal goals. Our unique proactive approach can find the gifts that will take the visionary nonprofit to the next level. The unparalleled experience we provide donors is a significant stewardship opportunity for the charity and its top donors and stakeholders.More than 95 percent of donors with whom we work execute documents that include our clients. Our model is highly targeted and works for organizations that either have or do not have designated planned giving staff. -
Interim Chief Development Officer/Director Of Capital AppealsAlegent Health May 2003 - Oct 2006 -
PresidentPlanned Giving Partners 2002 - 2003
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Vice President For AdvancementAugustana University (Sd) 2001 - 2002Sioux Falls -
Vice President Planned GivingNebraska Methodist Health System 1997 - 2001Omaha, Ne
Doug Olson Skills
Doug Olson Education Details
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Bachelor Of Arts (B.A.) -
M.Div. -
Doctor Of Ministry Program -
Mba Program -
Pre-Law Studies
Frequently Asked Questions about Doug Olson
What company does Doug Olson work for?
Doug Olson works for Thompson & Associates
What is Doug Olson's role at the current company?
Doug Olson's current role is Executive Vice President - Thompson & Associates.
What is Doug Olson's email address?
Doug Olson's email address is ol****@****ape.net
What is Doug Olson's direct phone number?
Doug Olson's direct phone number is +140295*****
What schools did Doug Olson attend?
Doug Olson attended Augustana University (Sd), Luther Seminary, Sioux Falls Seminary, Bellevue University, University Of Wyoming.
What skills is Doug Olson known for?
Doug Olson has skills like Planned Giving, Philanthropy, Charities, Nonprofits, Fundraising, Stewardship, Annual Giving, Trusts, Estate Planning, Volunteer Management, Endowments, Capital Campaign Management.
Who are Doug Olson's colleagues?
Doug Olson's colleagues are John Webber, Forrest Howe, Paul Grassmann, J.d., Ll.m., Fcep, Thomas Thompson, Frank Stepp, Lisa Martinez New, Ben Powell.
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Doug Olson
Dallas-Fort Worth Metroplex4verizon.net, averodx.com, nicholsmanagementgroup.com, arbordiagnostics.org5 +121456XXXXX
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Doug Olson
Green Bay, Wi1schneider.com
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