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
EP: Conservation Easements with John Webber, JD, FCEP
May 23, 2014 00:00 - 14 minutes - 19.3 MBJoin President of Thompson & Associates, Cayce Powell, as he speaks with Vice President John Webber, JD, FCEP, as they discuss conservation easements. In this podcast, they will cover the following points, and more: 1. What is a conservation easement? 2. Why would someone utilize a conservation easement? 3. What are the tax advantages? 4. Who enforces the easement? 5. Are there land use restrictions involved? 6. Can conservation easements be created before and after death? 7. Where...
EP: Transfer Taxes with Bill Gustoff, JD, FCEP
May 23, 2014 00:00 - 11 minutes - 15.7 MBJoin President of Thompson & Associates, Cayce Powell, as he speaks with the President of our Legal Division, Bill Gustoff, JD, FCEP, as they give an overview of transfer taxes. In this podcast, they will cover the following points, and more: 1. What is transfer tax? 2. What is the gift tax? How is it calculated? 3. What is the estate tax? How is it calculated? Who pays this? 4. What assets make up an individual’s estate? 5. Is there state and federal estate tax? 6. What’s the p...
EP: The Charitable Deduction with Bill Gustoff, JD, FCEP
May 23, 2014 00:00 - 11 minutes - 15.3 MBJoin President of Thompson & Associates, Cayce Powell, as he speaks with the President of our Legal Division, Bill Gustoff, JD, FCEP, as they discuss the charitable deduction. In this podcast, they will cover the following points, and more: 1. What is the charitable deduction? 2. Why does the government allow gifts to charity be deducted from taxes? 3. What is required for a charitable gift to be deductible? 4. How is the charitable deduction calculated? 5. What’s the difference be...
EP: Income in Respect of a Decedent (IRD) Assets with Johni Hays, JD, FCEP
May 23, 2014 00:00 - 10 minutes - 13.8 MBJoin President of Thompson & Associates, Cayce Powell, as he speaks with Vice President, Johni Hays, JD, FCEP, as they discuss Income in Respect of a Decedent (IRD) assets. In this podcast, they will cover the following points, and more: 1. What is Income in Respect of a Decedent (IRD)? 2. What are some planning strategies to avoid it? 3. Leaving IRD assets to charities vs leaving them to family or loved ones EP – The Estate Planning (EP) podcasts, hosted by Thompson & Associate...
EP: Individual Retirement Accounts (IRAs) with Johni Hays, JD, FCEP
May 22, 2014 21:29 - 13 minutes - 18.3 MBJoin President of Thompson & Associates, Cayce Powell, as he speaks with Vice President Johni Hays, JD, FCEP, as they discuss the basics of an Individual Retirement Account (IRA). 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: Private Foundations with Charles Slamar, JD, LL.M., FCEP
May 22, 2014 00:00 - 15 minutes - 21.2 MBJoin President of Thompson & Associates, Cayce Powell, as he speaks with Vice President Charles Slamar, JD, LL.M., FCEP, discussing the basics of private foundations. In this podcast, they will cover the following points, and more: 1. What is a private foundation? 2. What are the benefits of setting up a private foundation? 3. Should nonprofits be weary of private foundations? EP – The Estate Planning (EP) podcasts, hosted by Thompson & Associates President Cayce Powell, focus on ...
EP: Charitable Remainder Trusts (CRT) with Lynn Watson, J.D.
April 15, 2014 17:18 - 11 minutes - 15.5 MBJoin President of Thompson & Associates, Cayce Powell, as he speaks with Vice President Lynn Watson, J.D., FCEP, discussing the basics of Charitable Remainder Trusts (CRT). In this podcast, they will cover the following points, and more: 1. What is a Charitable Remainder Trust? 2. How do you establish a CRT? 3. What can you put into a CRT? 4. What are different payout options for a CRT? EP – The Estate Planning (EP) podcasts, hosted by Thompson & Associates President Cayce Powell,...
EP: Income in Respect of a Decedent (IRD) Assets with Jeremy Pharr, J.D.
April 15, 2014 15:55 - 10 minutes - 14.3 MBJoin President of Thompson & Associates, Cayce Powell, as he speaks with Senior Vice President Jeremy Pharr, J.D., FCEP, discussing the basics of Income in Respect of a Decedent (IRD) assets. In this podcast, they will cover the following points, and more: 1. What is Income in Respect of a Decedent (IRD)? 2. Why are IRD assets good to leave to charity? 3. How do you leave IRD assets to charity? EP – The Estate Planning (EP) podcasts, hosted by Thompson & Associates President Cayce...
DEV: Simple Bequests with Cayce Powell, MBA, J.D., FCEP
April 04, 2014 15:57 - 9 minutes - 13.7 MBJoin Founder and CEO of Thompson & Associates, Eddie Thompson, as he speaks with President Cayce Powell, MBA, J.D., FCEP, discussing bequests and other forms of testamentary gifts. In this podcast, they will cover the following points, and more: 1. How can a donor make these types of gifts? 2. Does it require a donor to rewrite their Will? 3. Can a donor change the beneficiaries once they have been established? 4. How can a donor ensure that their spouse is taken care of first and...
DEV: Donor Analytics with Scott Belina
April 04, 2014 15:31 - 20 minutes - 11.5 MBJoin Founder and CEO of Thompson & Associates, Eddie Thompson, as he speaks with Gift Clarity’s President Scott Belina, discussing donor analytics. In this podcast, they will cover the following points, and more: 1. Many nonprofits do donor analysis based on wealth, is that the best approach? 2. What is the best approach to analyzing a donor? 3. Are there basic characteristics, or lifestyles, that indicate a propensity to give? 4. What is the most important ingredient to being a su...
DEV: How to Solicit a Major Gift with Barrett Thompson, FCEP
April 04, 2014 15:18 - 13 minutes - 18.3 MBJoin Founder and CEO of Thompson & Associates, Eddie Thompson, as he speaks with Gift Clarity’s Vice President Barrett Thompson, FCEP, discussing how to solicit a major gift. In this podcast, they will cover the following points, and more: 1. What type of training do nonprofit executives receive to solicit a gift? 2. Do nonprofit executives tend to feel nervous or confident when soliciting a gift? Do they tend to speak too long, aren’t very clear, or maybe a combination? 3. Is a t...
EP: Joint Ownership with Tom Cullinan, J.D.
April 03, 2014 13:56 - 14 minutes - 20.3 MBJoin President of Thompson & Associates, Cayce Powell, as he speaks with Senior Vice President Tom Cullinan, J.D., as they continue their discussion on the topic of property, specifically focusing on joint ownership. In this podcast, they will cover the following points, and more: 1. What are some ways two or more people can own property? 2. What’s the difference between a community property state and a separate property state? 3. For property I own with someone else, how can I t...
EP: Types of Property with Tom Cullinan, J.D.,
April 03, 2014 13:48 - 11 minutes - 15.4 MBJoin President of Thompson & Associates, Cayce Powell, as he speaks with Senior Vice President Tom Cullinan, J.D., discussing the topic of property. In this podcast, they will cover the following points, and more: 1. From an estate planning context, what are the different types of property? 2. What proves that I own property? 3. Why does it matter which type of property it is? EP – The Estate Planning (EP) podcasts, hosted by Thompson & Associates President Cayce Powell, focus ...
DEV: The Written Word Motivating Donors with Tom Cullinan, JD
February 25, 2014 17:36 - 11 minutes - 15.6 MBJoin Founder and CEO of Thompson & Associates, Eddie Thompson, as he discusses with Senior Vice President Tom Cullinan, JD, the power of the written word and how it can motivate donors. In this podcast, they will cover the following points, and more: 1. How the written word can motivate donors. 2. The process involved in writing strong pieces. 3. How to motivate a donor you’ve never met with written word. 4. The effect of modern technology on today’s communication methods. 5. What’...
DEV: What Type of Person Makes an Estate Gift with Jeremy Pharr, JD, FCEP
February 25, 2014 17:32 - 10 minutes - 14.8 MBJoin Founder and CEO of Thompson & Associates, Eddie Thompson, as he talks with Senior Vice President Jeremy Pharr, JD, FCEP, about what type of person makes an estate gift. In this podcast, they will cover the following points, and more: 1. What type of person makes an estate gift? 2. Is there a personality trait that makes someone reluctant to join a heritage society? 3. Life situations that lend themselves to people really considering making an estate gift. 4. What are some tips...
DEV: The Board’s Role in Securing Gifts for Nonprofits with Bob Hoffman, CSPG, CFRE, FCEP
February 11, 2014 17:41 - 10 minutes - 14.6 MBJoin Founder and CEO of Thompson & Associates, Eddie Thompson, as he speaks with Senior Vice President Bob Hoffman, CSPG, CFRE, FCEP, on the topic of the board's role in securing gifts for nonprofits. In this podcast, they will cover the following points, and more: 1. How to get the board more involved in securing gifts? 2. What is the role of a board member in securing gifts? 3. Before a board member is approved, what are some steps to help clearly define their new role and expect...
DEV: Characteristics of a Successful Fundraiser with Dr. Eddie Thompson, FCEP
February 11, 2014 01:52 - 8 minutes - 7.89 MBJoin Founder and CEO of Thompson & Associates, Eddie Thompson, as he discusses what he's found to be the top 10 characteristics shared by successful fundraisers. In this podcast, Eddie will cover the following points, and more: 1. Why are some fundraisers more successful than others? Are they more motivated, possess special skills and special talents that the average does not? 2. Is the amount of money raised the best indicator of someone’s skill, knowledge and ability? 3. Most su...
DEV: Counting & Accounting a Planned Gift with Joe McKay, CPA, JD
February 10, 2014 21:39 - 13 minutes - 18.7 MBJoin Founder and CEO of Thompson & Associates, Eddie Thompson, as he talks with Vice President Joe McKay, CPA, JD, on the topic of counting and accounting for a planned gift. In this podcast, they will cover the following points, and more: 1. What’s the difference between counting and accounting planned gifts? 2. Who is responsible for counting, and who is responsible for accounting? 3. How do you count a planned gift? How do you account for a planned gift? 4. How do you explain...
DEV: Types of Gifts People are Giving Today with Johni Hays, JD, FCEP
February 10, 2014 21:09 - 14 minutes - 19.5 MBJoin Founder and CEO of Thompson & Associates, Eddie Thompson, as he discusses the different types of gifts people are giving today with Vice President Johni Hays, JD, FCEP. In this podcast, they will cover the following points, and more: 1. What types of gifts are people giving today? 2. What percent are revocable gifts? 3. Should there be any pause when a donor says they’d rather make a 4. revocable gift as opposed to irrevocable? 4. How rare is it that donors do not continue wi...
DEV: What a Planned Giving Prospect Looks Like with Ron Smith, FCEP
February 03, 2014 21:39 - 13 minutes - 18.6 MBJoin Founder and CEO of Thompson & Associates, Eddie Thompson, as he speaks with Executive Vice President Ron Smith, FCEP, on the topic of identifying good planned giving prospects. In this podcast, they will cover the following points, and more: 1. How do you find really good planned giving prospects? 2. What does a planned giving prospect look like? 3. What are some of the characteristics, lifestyles, indicators that make up good prospects? 4. What groups of people are more like...
DEV: How to Perform a Development Audit with Michael Geis
February 03, 2014 21:15 - 14 minutes - 20.5 MBJoin Founder and CEO of Thompson & Associates, Eddie Thompson, as he speaks with Senior Vice President Michael Geis, CFRE, FAHP, FCEP, on the topic of development audits. In this podcast, they will cover the following points, and more: 1. The value of having development audits performed. 2. When does an organization know they need a development audit? 3. What are the key components to a good audit? 4. What are some of the typical changes that result from an audit? DEV – The Devel...
DEV: Is There Value in Hosting a CLE with Pamela Davidson, JD
January 30, 2014 21:13 - 9 minutes - 13.7 MBJoin Founder and CEO of Thompson & Associates, Eddie Thompson, as he speaks with Senior Vice President Pamela Davidson, JD, on the value of hosting a CLE. In this podcast, they will cover the following topics, and more: 1. Why would a nonprofit host CLE? 2. What are a few beneficial subjects for CLE? 3. What is the value in exposing local attorneys to charitable planning techniques? 4. What is the typical length of a CLE offering? 5. How do you get CLE credit from a Bar Associatio...