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Thompson & Associates

Thompson & Associates


Thompson & Associates

ratings:
Length:
99 episodes
Language:
English
Format:
Podcast

Description

Thompson & 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.
Language:
English
Format:
Podcast

Episodes1 - 10 of 99 episodes

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Episode 104: Conversations with Industry Icons - Episode 30 with Susan Doliner

You don't want to miss this inspiring episode of Conversations with Industry Leaders fe...

11 minutes
Feb 13, 2024

Episode 103: Conversations with Industry Icons - Episode 29 with Grant Whitney

There's no better way to kick off the relaunch than with experienced charitable gift pl...

19 minutes
Nov 10, 2023

Episode 102: Conversations with Industry Icons - Episode 28 with Kelli Smith

There's no better way to kick off March, Women's History Month, than to feature the Nat...

13 minutes
Mar 03, 2022

Episode 101: Yours, Mine & Ours: Estate Planning for People in Blended or Stepfamilies with Paul Hood

We're humbled and grateful to have some of the country's leading specialists in the are...

9 minutes
Jan 25, 2022

Episode 100: Conversations with Industry Icons - Episode 27 with Rebecca Locke

Eddie is joined by this month's industry icon, Rebecca Locke, Executive Director, Gift ...

8 minutes
Nov 17, 2021

Episode 99: Conversations with Industry Icons - Episode 26 with Cindy Atmar

Eddie sits down with Cindy Atmar, Executive Director of Trusts, Estate and Gift Plannin...

9 minutes
Oct 27, 2021

Episode 98: Conversations with Industry Icons - Episode 25 with Art Ochoa

Join us as Eddie sits down with Art Ochoa, Senior Vice President, Advancement, Chief Ad...

8 minutes
Sep 07, 2021

Episode 97: Conversations with Industry Icons - Episode 24 with Laurie Kelley

We're delighted to talk with Laurie Kelley this week from Providence, a large health ca...

7 minutes
Aug 10, 2021

Episode 96: Conversations with Industry Icons - Episode 23 with Randy Varju

Eddie talks with Randy Varju from Advocate Aurora Health, the 10th largest health syste...

11 minutes
Jul 26, 2021

Episode 95: Conversations with Industry Icons - Episode 22 with Susan Dolbert

Join us as Eddie sits down with Susan Dolbert, Senior Vice President with City of Hope....

9 minutes
Jun 21, 2021