Thompson & Associates

In this episode, Cayce Powell, MBA, J.D., FCEP and Jason Meredith, J.D., FCEP discuss:-What happens at a typical estate planning seminar?-What are some issues with an unfunded revocable trust?-Do supporters with an unfunded revocable trust have an estate plan that reflects their values and objectives?

In this episode, Cayce Powell, MBA, JD, FCEP and Bill Gustoff, JD, FCEP discuss minor children as beneficiaries:• Why naming a minor as a beneficiary is an estate planning red flag• What happens when a minor receives an estate distribution• Appropriate times or situations to name a minor as a beneficiary• Available options when leaving an account or asset to a minor

In this episode, Cayce Powell, MBA, JD, FCEP and Bill Gustoff, JD, FCEP discuss nonprobate assets:• What is the structure of a good estate plan?• What is the purpose and process of probate?• Why is it so important?• What are non-probate assets?• Why can they be a red flag? What to know and how to handle.

In this episode, Cayce Powell, MBA, JD, FCEP and Bill Gustoff, JD, FCEP discuss self-prepared estate plans. • What are self-prepared estate plans? • Are they common?• Are they valid?• What are the most common problems seen with self-prepared plans?

In this episode, Cayce Powell, MBA, JD, FCEP and Jason Meredith, MBA, JD, FCEP discuss outright distributions. • What is an outright distribution? • Could leaving assets outright to beneficiaries be a mistake?• How do you handle life insurance and retirement accounts?• What are the benefits of an alternative distribution strategy?

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

Join Founder and CEO of Thompson & Associates, Eddie Thompson, as he speaks with Kristen Schultz Jaarda, J.D., LL.M., Executive Vice President at Crescendo Interactive, as they discuss online planned giving software and what this means for fundraisers on-the-go. In this podcast, they will cover the following points, and more:1. How do you incorporate technology to supplement and educate your donor base?2. What are software or online service options to broaden and deepen the security of gifts?3. What are some changes seen in planned giving in the last couple of years? 4. How has technology changed to respond to these industry changes?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 Vice President of Gift Clarity, Barrett Thompson, FCEP as they discuss the fundamentals of establishing a successful annual giving program. 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 Executive Vice President Jason Meredith, J.D., FCEP. They will discuss the basics of Charitable Remainder Trusts (CRTs). In this podcast, they will cover the following points, and more:1. What is a Charitable Remainder Trust (CRT)?2. What are the advantages of setting up a CRT in your Will?3. What type of asset(s) works best in a CRT?4. Is there a protective aspect of a CRT?5. How does the May 2014 Supreme Court ruling affect Inherited IRAs?6. How much does an individual have to have before you setup a CRT?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 Principal of Henderson Mallory Partners, Sid Mallory, MBA, FAHP. They will discuss capital campaigns. In this podcast, they will cover the following points, and more:1. What are some changes seen in the last five years for capital campaigns?2. Are these positive changes that we will continue to see in future campaigns?3. What are the crucial elements to having a successful capital campaign?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 President Cayce Powell, MBA, J.D., FCEP, discussing the characteristics of major gift donors and the differences between major gift and planned giving donors. Do they act and think differently? In this podcast, they will cover how to discover and unleash your organization’s potential as they cover the following points, and more:1. What are the basic characteristics of major gift donors and prospects?2. How can an organization distinguish who their prospects are within their database?3. A vital exercise many nonprofits are missing that could unleash huge potential.4. What new industry-changing data is indicating for nonprofit organizations.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 Sue Thompson, MS, President and CEO of UnityPoint Health in Fort Dodge, IA, on women in philanthropy. In this podcast, they will cover the following points, and more:1. Article goals2. Personal legacy3. One example of a fun program4. What’s the “magic pill” to help CEOs see the value of philanthropy?Sue's Article Link: http://www.ceplan.com/files/downloads/pdf/womeninphil-st-0614.pdf *The end of this podcast was cut short just slightly. Here is the conclusion of this podcast: Eddie: What’s the magic pill to help CEO’s see the value in this?Sue: The magic pill, unfortunately in healthcare, is the fact that reimbursement in the traditional way of putting the bottom line together is diminishing quickly. And, we’re seeing a dramatic transformation of not only how we’re reimbursed for care, but how we’re going to be required to provide care to our population. And, in that transition, and frankly in the transformation, new way

Join Founder and CEO of Thompson & Associates, Eddie Thompson, as he speaks with Vice President Mike Cowart, FCEP, on the culture of philanthropy. In this podcast, they will cover the following points, and more:1. How do you create a culture of philanthropy? 2. What are the keys to success in establishing a philanthropic culture?3. What else should be considered when thinking about creating this culture?4. How important is it to acknowledge an employee or volunteer for giving a referral?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 Dennis Linderbaum, President of UnityPoint Health Foundation, about how Dennis introduces philanthropy to wealthy individuals. In this podcast, they will cover the following points, and more:1. How do you engage wealthy individuals to be philanthropists with your organization?2. What are things you listen for in conversations?3. What are the key elements in growing your engagements with individuals?4. How can you organize your campus tour to make the biggest impact?5. Once an individual has expressed interest, how do you steward their relationship?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 President of Legal Services, Bill Gustoff, JD, FCEP, as they discuss a powerful, and under utilized, planning technique, called Charitable Lead Trusts. In this podcast, they will cover the following points, and more:1. What is a Charitable Lead Trust (CLT)?2. Do you have to be wealthy to setup a CLT?3. Can you use the income out of a CLT to satisfy long-term capital campaign pledges?4. What are different types of CLTs and how do they work?5. What are Grantor and Non-Grantor trusts?6. Are there any advantages in reducing, or avoiding, Generation Skipping Tax by using a CLT?7. If an asset is in a CLT, can beneficiaries enjoy the growth? Or, are they liable for Capital Gains Tax?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

Direct mail is a challenge for nonprofits, with so many different mixed messages out there. Letters should be how long, how often, to which audience, etc? Join us as Founder and CEO Eddie Thompson, Ed.D., FCEP talks with Vice President Mike Cowart, FCEP on his experience of what really works, creating an environment where philanthropy really flourishes.1. How do you take an acquaintance and help them become a philanthropist?2. Who should our audience be?3. Should nonprofits perform direct mail tests? What types of tests should be done?4. Recent trends of how many nonprofits donors are giving to, and how this affects your mailings.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 Paul Dyer, with MD Designs, discussing how to build a valuable donor recognition wall. In this podcast, they will cover the following points, and more:1. Why would a nonprofit go to the expense and trouble to put up a donor wall?2. What is the most successful approach?3. What are some of the biggest mistakes in creating a donor wall?4. What are the recent trends?5. Is it possible to view donor recognition displays online?6. What is a typical cost range for something very small to something extravagant?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 Vice President, Johni Hays, JD, FCEP, as they discuss 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. What are some planning strategies to avoid it?3. Leaving IRD assets to charities vs leaving them to family or loved onesEP – 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 Executive Vice President, Jason Meredith, JD, FCEP, as they discuss the basics of probate. 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 Executive Vice President, Jason Meredith, JD, FCEP, as they discuss the different documents and resources involved in estate planning. In this podcast, they will cover the following points, and more: 1. What documents typically result from the estate planning process?2. What are the approximate costs associated with the process?3. Is it appropriate for individuals to call around to local attorneys inquiring about their estate planning fees?4. Are online legal websites a good resource to utilize to complete estate planning documents? Why or why not?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