DEV: Introducing the Planning Services Agreement with Frank Stepp, FCEP

Thompson & Associates

English - September 07, 2014 00:00 - 12 minutes - 17.8 MB - ★★★★★ - 4 ratings
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Previous Episode: DEV: Capital Campaigns with Sid Mallory, MBA, FAHP

Next Episode: Estate Planning Flags #1: Outright Distributions from an Estate

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.

1. What is the purpose of the Services Agreement?
2. How is the Services Agreement introduced to a nonprofit’s supporter/planning client?
3. What does the Services Agreement help us accomplish?
4. 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.

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