President 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?

President 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?

With 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.

Listen 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.

Listen 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.

In 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?

In 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?

Hear 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.

In 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

In 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