Join 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 foremost?
5. What are the drawbacks to consider with these types of gifts?
6. What are the options available to leave a bequest in a Will?
7. Are there advantages to having charitable donations come from a retirement account as opposed to coming out of an estate?

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

Join 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 successful fundraiser?
5. What are the limitations of the typical wealth analyses performed on donors?

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

Join 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 there a suggested script nonprofits should use, or should they follow the conversation with a donor naturally?
4. What 13 steps should nonprofits follow in one meeting with a donor to solicit a gift?

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

Join 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 tell what type of ownership it falls into?
4. What happens at the death of one owner if the title lists two or more owners with the words “tenants in common” or has no words?
5. If the title of a bank account or other asset has the words “as joint tenants” or something similar, what does that mean?
6. What are different ways ownership can be transferred at death?
7. Does the value of property add any level of complexity to transferring the property or estate planning?

EP – The Estate Planning (EP) podcasts, hosted by Thompson & Associates President Cayce Powell, focus on basic estate planning principles and tools with a slant on how planning strategies could benefit donors and nonprofit organizations.

www.ceplan.com

Join 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 on basic estate planning principles and tools with a slant on how planning strategies could benefit donors and nonprofit organizations.

www.ceplan.com

Join 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’s the preferable length of communications to donors?

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

Join 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 to finding your organization’s best planned giving prospects?

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

Join 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 expectation?
4. What kind of training should be offered to new board members?
5. What are examples of things that outstanding board members do?
6. What is the capstone to a very strong board?

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

Join 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 successful fundraisers share a number of characteristics.
4. The best fundraisers possess most, if not all, of the 10 characteristics discussed in this episode.

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

Join 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 the difference of counting and accounting for a planned gift to a CFO?
5. Why is it good to both count and account for a planned gift?
6. How do you ensure that gifts aren’t counted twice?
7. What changes have occurred in accounting/counting gifts in terms of donor recognition? Are these changes good, and why?

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