Discover this podcast and so much more

Podcasts are free to enjoy without a subscription. We also offer ebooks, audiobooks, and so much more for just $11.99/month.

DEV: Introducing the Planning Services Agreement with Frank Stepp, FCEP

DEV: Introducing the Planning Services Agreement with Frank Stepp, FCEP

FromThompson & Associates


DEV: Introducing the Planning Services Agreement with Frank Stepp, FCEP

FromThompson & Associates

ratings:
Length:
13 minutes
Released:
Sep 7, 2014
Format:
Podcast episode

Description

Join Founder and CEO of Thompson & Associates, Eddie Thompson, as he speaks with Senior Vice President Frank Stepp, FCEP, as they discuss the importance of the Thompson & Associates’ Planning Services Agreement and how it helps us work with a nonprofit and their supporters. 1. What is the purpose of the Services Agreement?2. How is the Services Agreement introduced to a nonprofit’s supporter/planning client?3. What does the Services Agreement help us accomplish?4. Explain who is paying for Thompson & Associates’ services and why, how the sponsoring nonprofit serves the community, and how upgrades in technology and services from the nonprofit come mostly from donations and not billingsDEV – 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
Released:
Sep 7, 2014
Format:
Podcast episode

Titles in the series (99)

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.