Thompson & Associates
122 episodes - English - Latest episode: 5 months ago - ★★★★★ - 4 ratingsThompson & 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.
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Episodes
Winning Traditions
July 31, 2019 00:00 - 7 minutes - 5.88 MBFor 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...
Estate Planning Flags #14: Recently Married or Divorced
July 24, 2019 00:00 - 14 minutes - 10.2 MBIn 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?
Estate Planning Red Flags: Recently Married or Divorced
July 24, 2019 00:00 - 14 minutes - 10.2 MBIn 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?
How to Hire the Right Person for Annual & Major Giving
July 17, 2019 00:00 - 8 minutes - 5.53 MBIn 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 y...
Married Couple Estate Under $5 Million
July 01, 2019 00:00 - 19 minutes - 28.8 MBIn 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
Estate Planning Flags #13: Married Couple Estate Under $5 Million
July 01, 2019 00:00 - 19 minutes - 28.8 MBIn 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
Donor Capacity vs Donor Propensity
June 24, 2019 00:00 - 6 minutes - 4.7 MBWhat’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.
Estate Planning Flags #12: Portability-Preserve Unused Exemption at Death of First Spouse
June 13, 2019 00:00 - 15 minutes - 10.7 MBPresident 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?
Portability: Preserve Unused Exemption at Death of First Spouse
June 13, 2019 00:00 - 15 minutes - 10.7 MBPresident 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?
Taxable Estates with No Estate Planning
April 23, 2019 19:48 - 15 minutes - 10.8 MBPresident Cayce Powell, MBA, JD, FCEP and Executive Vice President Jason Meredith, MBA, JD, FCEP discuss: 1. Brief history of estate tax law and the exemption amounts. 2. The importance of the charitable deduction to avoid estate tax. 3. Is estate planning just to avoid estate tax?
Estate Planning Flags #11: Taxable Estates with No Estate Planning
April 23, 2019 19:48 - 15 minutes - 10.8 MBPresident Cayce Powell, MBA, JD, FCEP and Executive Vice President Jason Meredith, MBA, JD, FCEP discuss: 1. Brief history of estate tax law and the exemption amounts. 2. The importance of the charitable deduction to avoid estate tax. 3. Is estate planning just to avoid estate tax?
Advance Care Planning
April 02, 2019 00:00 - 11 minutes - 7.73 MBWith 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.
The Preparation Habit
March 18, 2019 00:00 - 8 minutes - 5.61 MBListen 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.
Good to Great: Maximizing Fundraising Performance and Donor-base Potential
February 25, 2019 00:00 - 8 minutes - 6.16 MBListen 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.
Adding Adult Children to Financial Accounts
December 14, 2018 00:00 - 16 minutes - 11.6 MBIn 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?
Estate Planning Flags #10: Adding Adult Children to Financial Accounts
December 14, 2018 00:00 - 16 minutes - 11.6 MBIn 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?
Estate Planning Flags #9: Lifetime Gifts of Appreciated Assets
December 05, 2018 00:00 - 17 minutes - 11.9 MBIn 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?
Lifetime Gifts of Appreciated Assets
December 05, 2018 00:00 - 17 minutes - 11.9 MBIn 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?
2018 Mid-term Election Results
November 26, 2018 00:00 - 8 minutes - 5.6 MBHear 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.
Estate Planning Flags #8: Estate as the Beneficiary of an IRA
October 31, 2018 00:00 - 18 minutes - 14.3 MBIn 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
Outdated Plans
September 25, 2018 00:00 - 20 minutes - 15.9 MBIn 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
Estate Planning Flags #7: Outdated Estate Plans
September 25, 2018 00:00 - 20 minutes - 15.9 MBIn 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
Estate Planning Flags #6: Medical Power of Attorney
August 09, 2018 00:00 - 22 minutes - 19.4 MBIn 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?
Medical Power of Attorney
August 09, 2018 00:00 - 22 minutes - 19.4 MBIn 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?
Estate Planning Seminars and Unfunded Revocable Trusts
July 19, 2018 00:00 - 14 minutes - 12 MBIn 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?
Estate Planning Flags #5: Estate Planning Seminars and Unfunded Revocable Trusts
July 19, 2018 00:00 - 14 minutes - 12 MBIn 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?
Minor Children as Beneficiaries
June 01, 2018 00:00 - 14 minutes - 12.3 MBIn 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
Estate Planning Flags #4: Minor Children as Beneficiaries
June 01, 2018 00:00 - 14 minutes - 12.3 MBIn 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
Estate Planning Flags #3: Non-probate Assets
April 25, 2018 00:00 - 14 minutes - 14.5 MBIn 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.
Non-probate Assets
April 25, 2018 00:00 - 14 minutes - 14.5 MBIn 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.
Estate Planning Flags #2: Self-prepared Estate Plans
March 12, 2018 00:00 - 19 minutes - 18.2 MBIn 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?
Self-prepared Estate Plans
March 12, 2018 00:00 - 19 minutes - 18.2 MBIn 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?
Outright Distributions from an Estate
January 11, 2018 00:00 - 20 minutes - 19.9 MBIn 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?
Estate Planning Flags #1: Outright Distributions from an Estate
January 11, 2018 00:00 - 20 minutes - 19.9 MBIn 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?
DEV: Introducing the Planning Services Agreement with Frank Stepp, FCEP
September 07, 2014 00:00 - 12 minutes - 17.8 MBJoin 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 i...
DEV: Capital Campaigns with Sid Mallory, MBA, FAHP
August 30, 2014 00:00 - 11 minutes - 16.4 MBJoin 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: 1. What are some changes seen in the last five years for capital campaigns? 2. Are these positive changes that we will continue to see in future campaigns? 3. What are the crucial elements to having a successful capital campaign? DEV – T...
DEV: Women in Philanthropy with Sue Thompson, MS
August 30, 2014 00:00 - 10 minutes - 13.8 MBJoin 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: 1. Article goals 2. Personal legacy 3. One example of a fun program 4. 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 o...
DEV: Online Planned Giving Software with Kristen Schultz Jaarda, J.D., LL.M.
August 30, 2014 00:00 - 9 minutes - 12.7 MBJoin 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: 1. How do you incorporate technology to supplement and educate your donor base? 2. What are software or online service options to broaden and deepen the securi...
DEV: How to Establish a Successful Annual Gift Program with Barrett Thompson, FCEP
August 30, 2014 00:00 - 7 minutes - 9.7 MBJoin 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
DEV: Differences Between Major Gift & Planned Giving Donors with Cayce Powell
August 30, 2014 00:00 - 11 minutes - 15.8 MBJoin 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: 1. What are the basic characteristics of major gift donors and prospects?...
DEV: Charitable Remainder Trusts (CRTs) with Jason Meredith, J.D., FCEP
August 30, 2014 00:00 - 9 minutes - 13.1 MBJoin 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: 1. What is a Charitable Remainder Trust (CRT)? 2. What are the advantages of setting up a CRT in your Will? 3. What type of asset(s) works best in a CRT? 4. Is there a protective aspect of a CRT? 5. How does the May 201...
DEV: Culture of Philanthropy with Mike Cowart, FCEP
July 23, 2014 00:00 - 11 minutes - 16.3 MBJoin 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: 1. How do you create a culture of philanthropy? 2. What are the keys to success in establishing a philanthropic culture? 3. What else should be considered when thinking about creating this culture? 4. How important is it to acknowledge an employee or volunteer for giving ...
DEV: Introducing Philanthropy to the Wealthy with Dennis Linderbaum
July 03, 2014 00:00 - 12 minutes - 17.5 MBJoin 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: 1. How do you engage wealthy individuals to be philanthropists with your organization? 2. What are things you listen for in conversations? 3. What are the key elements in growing your engagements with individuals? 4...
DEV: Charitable Lead Trusts with Bill Gustoff, JD, FCEP
July 03, 2014 00:00 - 5 minutes - 13.7 MBJoin 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: 1. What is a Charitable Lead Trust (CLT)? 2. Do you have to be wealthy to setup a CLT? 3. Can you use the income out of a CLT to satisfy long-term capital campaign pledges? 4. What are diff...
DEV: Direct Mail That Works for Nonprofits with Mike Cowart, FCEP
July 03, 2014 00:00 - 13 minutes - 18.2 MBDirect 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. 1. How do you take an acquaintance and help them become a philanthropist? 2. Who should our audience be? 3. Should nonprofits per...
DEV: How to Build a Valuable Donor Recognition Wall with Paul Dyer
June 13, 2014 00:00 - 13 minutes - 17.9 MBJoin 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: 1. Why would a nonprofit go to the expense and trouble to put up a donor wall? 2. What is the most successful approach? 3. What are some of the biggest mistakes in creating a donor wall? 4. What are the recent trends? 5. Is it possible to view donor rec...
EP: Estate Planning with Jason Meredith, JD, FCEP
May 23, 2014 19:38 - 12 minutes - 16.8 MBJoin 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: 1. What is estate planning? 2. Why does someone need estate planning? 3. What is involved in the process of estate planning? 4. What document(s) make up an estate plan? 5. Does the value of an estate affect the estate planning process? 6. Why doesn’...
EP: Probate with Jason Meredith, JD, FCEP
May 23, 2014 00:00 - 11 minutes - 15.9 MBJoin 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: 1. What are IRAs and how do they work? 2. When are you required to take money out of an IRA? 3. How do the required minimum distribution amounts change as you age? 4. What does “stretch IRA” or “inherited IRA” mean? EP – The Estate Planning (EP) podcasts, ...
EP: Estate Planning Documents with Jason Meredith, JD, FCEP
May 23, 2014 00:00 - 14 minutes - 19.6 MBJoin 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: 1. What documents typically result from the estate planning process? 2. What are the approximate costs associated with the process? 3. Is it appropriate for individuals to call around to local attorneys inquiring ...
EP: Leaving IRD/IRA Assets to Charitable Remainder Trust (CRT) with Bob Hoffman, CSPG, CFRE, FCEP
May 23, 2014 00:00 - 14 minutes - 20.5 MBJoin 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: 1. What is a CRT? 2. What is a testamentary CRT? 3. What are the motivating reasons behind the decision to utilize this tool? 4. What are benefits to families? 5. What tax issues are involved? 6. What are the tax advantages? 7. What estates wo...