Michael Jansen Email & Phone Number

Assist individuals in reaching their financial planning goals and dreams, emphasizing remembering nonprofits whose values align with theirs. Critical in this area is financial literacy and the tax implications. An accountant with a masters in accountIng and an MBA, I earned my CFP® in 1991. I have run a tax planning and preparation practice since 1971. I work with individuals from modest to multi-millionaire and businesses. My exclusive client-focused skills are unique. I help individuals help themselves, their families, and society.I teach attorneys, CPAs, financial planners, financial consultants, and life underwriters, among others, on charitable gift planning techniques. I have seen the results which lead to increased business for their practice while making a difference for their clients, families, and society.Additionally, I help nonprofits thrive and prosper by providing the same sophistication and experience of the best gift planning programs at the elite institutions, all for a small fraction of the cost.

Earned the CFP designation after many years of successful financial experience.

Transformed and strengthened institutions by using collaborative and winning approaches with professional advisors, fellow development professionals, the institutions, and the donors.

Brighton, Ma, Us

I have the opportunity to share my views and opinions with peers and the staff of Harvard Business Review. Through participation in HBR's research I provide insight that will shape the magazine, web site, books, and other content to better meet the needs of its users. I also have the opportunity to weigh in on current business topics and issues and share in research findings, previews of new content and future product developments.

Dallas, Texas, Us

I built transformational partnerships with the goal of healthier lives free of cardiovascular disease and stroke."Life is Why"...the guiding principle. My work gave more time to be with loved ones.Heart and Stroke's charitable estate planning program, a leader among nonprofits, consistently adds over $80 million annually from donors like you to support our mission of research and education. We worked for solutions to the #1 and #4 health-related killers of both males and females in the United States. It was an honor to be on this elite team to work for the goal of helping countless people touched by these chronic diseases. We made significant progress, but yet a long way to go.

San Marcos, Tx, Us

I applied my decades of unparalleled holistic donor relations experience to take Texas State University to the level of the best development programs in the nation. This university, a spectacularly growing emerging research university, is blessed with students, donors, alums, faculty, staff and administrators who deeply love it. With nearly 40,000 students (which would make it the largest campus in 37 states), this institution, founded in 1899, is the only university in Texas to have a President of the United States among its alums. A President who signed into law an incredible amount of legislation, especially considering he accomplished it in a little over five years he had in office while facing monumental challenges abroad. Much of what he signed transformed this country and is still impacting our lives today.

I raise over $1 million annually for client nonprofits through future gifts handled exclusively by mail and telephone

CEO of the council, running meetings, and strategizing for being a better resource to the community at large and growing membership

Changed the council's name to be more consistent with our mission, led the effort for even better programs, increased membership, and collaborated with councils in Houston and San Antonio.

Brentwood, Tennessee, Us

Thompson & Associates is the nation's premier future gift/major gifts consulting firm that specializes in charitable estate planning. Thompson & Associates' process is unparalleled, unique and highly effective. Thompson & Associates is a proactive service which adds to the nonprofits' gift totals. Thompson & Associates sells no products or services nor take commissions or bonuses. Thompson & Associates is purely donor-centered with no agenda other than the donor's own agenda. Thompson & Associates' unique proactive approach can find the gifts that will take the visionary nonprofit to the next level. The unparalleled experience Thompson & Associates provides donors is a significant stewardship opportunity for the charity and its top donors and stakeholders.More than 95 percent of donors with whom Thompson & Associates works execute documents that include the clients, and they average approximately $4,500,000 in secured gifts per client, per year. Thompson & Associates' model is highly targeted and works for organizations that either have or do not have designated future gift staff.

Made material and significant improvements in the affluent neighborhood association while slashing the budget through sound management methods that eliminated waste and inefficiencies.

Austin, Tx, Us

Learned about the issues, goals, and behind-the-scenes operations of the City of Austin.

Chicago, Illinois, Us

Helping generous people helping others. Establishing legacies to find an answer to a very dangerous and little understood disease about ready to explode on the world as baby boomers hit age 65...Alzheimer's Disease.

Increased and energized the membership, reminding them of what the mission of Rotary is, the world's largest service organization, currently in 212 countries.

Strategized and implemented a budget to support a major capital expansion.

Worked on behalf of a new and growing area of Lakeway to secure more recognition of its needs with the city.

Washington, Dc, Us

Built the base of support using my successful experience and analytical skills.

Networked with other business professionals, advocating the benefits of charitable estate planning to all.

Atlanta, Ga, Us

With the highest ethical standards, assisted those 62 and more with reverse mortgages.

Austin, Tx, Us

Great place and alums to work with. Built the base for support by re-connecting with alumni who had not been visited in years while bringing the "We're Texas" Capital Campaign to a close, exceeding its $1.6 billion goal. My visits led to transformational gifts.

Imagine how hallowed the ground of this top-tier university felt to me the day after two of our faculty won Nobel Prizes in the sciences and another the National Medal of Technology? That made my collaborative work with other future gift advisors and the large major gifts staff to structure comprehensive gift plans that much more rewarding. How fortunate we are to be in this profession.

Established an effective and successful future gifts program that generated significant gifts for the healthcare foundation, in addition to streamlining and making the donor database much more effective and prepared for possible Y2K issues.

Davenport, Iowa , Us

Built the future gifts program to be the leader in the region and among the best in the nation. Learned from the best in the business to transform this campus. An extremely rewarding experience all around. As a result, increased the endowment fivefold which transformed the campus and competitiveness of the student body in this beloved institution established in 1882.

Helped individuals, particularly family farms and other small businesses, reduce or eliminate estate and inheritance taxes, allowing them to have more control over their legacies.

Learned about issues and facts of the Iowa Quad Cities from its leaders, then headed to Des Moines to work with the Iowa Legislature for passage of the Bi-State Metropolitan Commission charter. It was previously passed by the Illinois Legislature. A unique bi-state cooperative effort for the good of the entire Quad Cities region. A model of collaboration.

New York, New York, Us

Offered a comprehensive portfolio of unit trusts, limited partnerships, mutual funds, disability, income protection, key person buyout, business succession, and health and life insurance.I implemented sophisticated plans for individuals, business owners, and endowment giftsAwarded MDRT, NQA, and NSAA, among other awards, earning New York Life Council memberships for production and service.

Chief Accounting Officer supervising a highly efficient staff of fifteen people overseeing all fed funds, investments, bank clearings, accounting, financial statements, consolidations, and reports to the board of directors, the Federal Reserve, state banking regulators, and the SEC. This was during an incredibly volatile time of both double-digit inflation and interest rates when many financial institutions were experiencing extremely thin or negative interest margins. Yet, operational costs were reduced by 20% overall. This was primarily due to a reduction in personnel costs, ranking my departments among the most efficient operations, based on asset size, in the industry.

Managed the fed funds operations and retail side of commercial banking. Increased revenues from fed funds trading by 27%.

Staff Accountant at a CPA firm then joined the accounting staff at a client firm. Reduced audit costs by 35% by streamlining and preparing many of the supporting worksheet documentation for the annual public audit.

Master Of Accountancy, Accounting

Doctor Of Philosophy (Ph.D.) Program (Not Degreed), Higher Education/Higher Education Administration

Master Of Business Administration (Mba), Finance, General

Cfp, Comprehensive Financial Planning

Bachelor Of Arts, Accounting

Electrical Engineering

Fellow In Charitable Estate Planning, Charitable Estate Planning

Education record