Thompson & Associates

Eddie talks with 30-year industry veteran Lynn Ierardi, Director of Gift Planning at University of Pennsylvania and consultant with Gift Planning Advisor. In this 11-minute podcast, Lynn shares:-Two virtues she's learned that serve her well in the gift planning world;-How Penn has persevered through challenging times in the past and present;-Her encouraging take on how donors are feeling during the pandemic; and,-A comical story from early in her career that has proven to be a valuable lesson learned many times over the years.

Now more than ever, many organizations (and their decision makers) are focused on getting cash in the door now, but nonprofits who focus their fundraising efforts on non-cash assets raise six times more than those who focus on cash gifts from discretionary income. In this short podcast, hear Dr. Russell James share with Eddie Thompson different ways to sell philanthropy to your organization's leadership.

We sit down with Alice Ayres, President and CEO of the Association for Healthcare Philanthropy (AHP), as they prepare to kick off their Annual International Conference this week (October 21-22), the largest gathering of health care development professionals. In this 13-minute podcast, Alice shares:• Two keys to success;• The differentiating factor for those who are remaining robust through the pandemic; and,• What she struggled with early in her career that she now shares with those she mentors, especially younger women, that increases someone's ability to grow as a person and leader, bringing more authenticity to their roles.

Thompson & Associates Founder and CEO Eddie Thompson sits down with President and CEO of the National Association of Charitable Gift Planners (NACGP) to talk about the association's great work and resources available to the industry. Recorded after NACGP's national conference in October 2019.

With Crescendo's Practical Planned Giving Conference kicking off digitally this week, we took a moment to sit down and talk with Crescendo Interactive's President and CEO Charles Schultz.Charles has greatly impacted the nonprofit industry with the development of Crescendo Interactive launched in 1984. Additionally, Charles is a big contributor to our own Founder and CEO, Eddie Thompson's, career.Hear from Charles on:-One thing that has not changed over his 40 years in the nonprofit industry;-Two things that have changed in the industry;-How COVID-19 has impacted electronic marketing versus printed marketing;-Emerging technologies that will impact donor education and communication; and,-What he learned from his career's biggest mistake.

Don't miss Shannon Duval in this excellent podcast, where she shares powerful suggestions to consider no matter what point you find yourself in your career to achieve all the success you seek.

There are scores of ways individuals can give to an organization. But, we can’t confuse method of giving with motivation for giving. In this podcast, Founder and CEO Eddie Thompson shares 3 primary reasons why individuals are motivated to give. You’ll learn the key to unlocking the powerful impact that can be found between the how and why an individual gives.

In this series’ tenth installment, hear industry veteran Sid Mallory candidly tell his own stories of mishap on his way to becoming a highly knowledgeable and successful fundraiser. Listen as the AHP Fellow and former recipient of AHP’s Si Seymour Award explains the lessons he’s learned during his prestigious career. Sid’s simple reminders will help keep you on a successful track!

Our Founder and CEO Eddie Thompson talks with one of the nation's leading health care philanthropy professionals with more than three decades of experience, Bill Littlejohn from Sharp Healthcare.  Bill has led and directed philanthropic programs that have generated nearly a billion dollars.  In this podcast, Bill shares his philosophy and drive for philanthropy, cautions of easy traps to fall into, and inspires professionals what to truly focus on as fundraisers to achieve lasting impact.

Listen in as our Founder and CEO Eddie Thompson talks with industry legend Jerry Linzy from Jerold Panas, Linzy & Partners, Inc.Jerry shares:• The 3 simple roles of a nonprofit's board• The key question for new board members• How philanthropy today differs from the 1980s• An industry-wide challenge facing philanthropy

Being a fundraiser is a lot like being a professional matchmaker.  You introduce eligible people to your organization, point out its best qualities, and hope they fall in love with your organization.  But, how do you get people to fall in love so much that they leave your organization an estate gift?In this podcast, Founder and CEO Eddie Thompson shares 6 reasons why individuals fall in love with an organization, leaving them an estate gift.  Eddie shares ways to cultivate your donor relationships, making a "match" much more likely among your supporters.

Listen in with our Founder and CEO Eddie Thompson's conversation with industry thought leader, David Flood, Senior VP and CDO for Intermountain Healthcare. Don't miss this powerful episode where David shares humble lessons he's learned in his philanthropy career, including what Eddie calls the most important lesson in fundraising!

Listen in as President Cayce Powell talks with our planning attorneys Bill Gustoff and Jason Meredith on how the recent passing of the SECURE Act affects estate plans and how nonprofit organizations can help ensure their supporters have the plans they desire.

Listen in with our Founder and CEO Eddie Thompson's conversation with industry leader, Steve Orr, Managing Partner of the Orr Group to learn what he's learned about the nonprofit industry and how he works to improve it with his financial and business background.

In this episode, Founder and CEO Eddie Thompson proposes a new pyramid corresponding to an individual’s affinity to your organization and how developing passion for your mission leads to greater financial support for your organization.

Listen in on our Founder and CEO Eddie Thompson's conversation with industry leader, Michael Kenyon, President and CEO of the National Associate of Charitable Gift Planners (NACGP) as Michael shares his career lessons.

You don't want to miss this conversation! In this episode, Eddie talks with Bruce Bartoo, CFRE, senior vice president and chief philanthropy officer for MedStar Health. Bruce packs in tremendous insights he's learned over his career, where he shares: • What he strives for in his role as a philanthropic leader;• What never to do as a fundraiser;• What he's found to be a significant cause for people to be inspired and motivated in becoming more involved in your organization in a meaningful way and how to uncover it, and so much more!Bruce's stories and nuggets of wisdom serve as perfect reminders for our every day work! So much so that Eddie encourages you to bookmark this podcast and listen to it every few weeks.

In this episode, Cayce Powell and Bill Gustoff discuss:• Why owning property in another state is a potential problem when you pass away.• How people can avoid transfer issues with out-of-state property.• Tips to help determine if a donor has property in another state.

In this episode, Eddie talks with one of health care philanthropy’s most provocative thought leaders, Betsy Chapin Taylor, FAHP, where she shares: -What she wishes she could change about the industry;-How to view donors and what they really wish to achieve;-What's required of us to provide to donors to really create impact, and more!

In the second episode of the series, Eddie talks with author, public speaker and thought leader, Brian Sagrestano, JD, where he shares: • How his diagnosis of a rare form of cancer has reshaped his focus on charitable planning;• How to approach and stay close to supporters facing a serious health diagnosis;• The important lesson he learned focusing on what donors want to accomplish for themselves, their families and the organizations they support, and more.