Thompson & Associates

Join 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 percentage of Americans that the estate tax affects?7. How can nonprofits be talking to their donors in this regards?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 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 between a deduction for income tax vs estate tax?6. What are other ways to receive charitable deductions?7. How do donors view the charitable deduction, and how does this affect nonprofits?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 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 can someone find out more information on creating conservation easements?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 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 would benefit?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 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) 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 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 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 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, 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 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 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 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 & As

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