Executive Vice President
CurrentThompson & 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.
