Thompson & Associates



Thompson & Associates partners with nonprofit organizations across the United States providing planned giving expertise and leading donors through a personalized and comprehensive values-based charitable estate planning process. This podcast is designed to share nuggets of wisdom on various topics for both nonprofit organizations and their donors, 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


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

    07/09/2021 Duração: 08min

    Join us as Eddie sits down with Art Ochoa, Senior Vice President, Advancement, Chief Advancement Officer, at Cedars-Sinai. In this 9-minute podcast, Art shares: What aspect(s) of your job description to focus on to be successful and receive promotions; A caution, and encouragement, for individuals who are ambitious and creative; What trap not to fall into to maximize donor gift potential.

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

    10/08/2021 Duração: 07min

    We're delighted to talk with Laurie Kelley this week from Providence, a large health care provider across seven western states.  In this 7-minute podcast, Laurie shares:  Where she finds the bigger dollars, and ultimately donors who want to stay with the organization through the years;  Where to give yourself grace;  How to open the giving doors among reluctant donors;  And, how to be a better person and leader by making these kinds of "waves."

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

    26/07/2021 Duração: 11min

    Eddie talks with Randy Varju from Advocate Aurora Health, the 10th largest health system in the nation.Randy jam-packs a multitude of invaluable wisdom in this 12-minute podcast, such as: The true purpose behind philanthropy, beyond metrics and dollars raised; The danger, and lesson learned, in focusing too much on metrics; Not to underestimate the reluctance that others have around joining solicitation calls and how to overcome it; Defending philanthropy in different ways depending on your audience; and, so much more!

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

    21/06/2021 Duração: 09min

    Join us as Eddie sits down with Susan Dolbert, Senior Vice President with City of Hope. In this 9-minute podcast, Susan shares insightful wisdom she's experienced in her fundraising career, such as knowing when to say no to a gift; keeping the relationship healthy and positive between a benefactor and the organization; and, learning to trust your gut - your gut is based on experience!

  • Episode 94: Conversations with Industry Icons - Episode 21 with Fred Najjar

    07/06/2021 Duração: 15min

    This week, we have the pleasure of talking with health care philanthropy thought leader, Fred Najjar, from CommonSpirit Health. In this 15-minute podcast, Fred shares a multitude of lessons he's learned in his career:• How to treat others, especially as a leader; • What to look for in hiring new talent for his team;• How important it is to be a philanthropy advocate at the corporate-level;• The value of delegating work and trusting your team;• The drive to always better yourself with continuing education and networking a community, and so much more!

  • Episode 93: Conversations with Industry Icons - Episode 20 with Jodi Davis

    19/04/2021 Duração: 08min

    This week, our Founder and CEO Eddie Thompson spends time with Jodi Davis, Chief Philanthropy Officer with California healthcare provider Sutter Health.In this 9-minute podcast, Jodi shares:- The approach she utilizes to learn everyday, making life more enjoyable and people and situations more interesting; - The three best questions to ask your donors to clarify their needs;- Knowing when to let donors go; and,-The importance of reminding people why philanthropy exists at her organization, and why it's more important than ever right now.

  • Episode 92: Zen and the Art of Fundraising with Alex Brovey

    12/04/2021 Duração: 07min

    You likely recognize this popular book trilogy by none other than Alex Brovey titled Zen and the Art of Fundraising. But, when was the last time you read it and have you read all three in the series?Eddie Thompson, our Founder and CEO, sits down with Alex to discuss what compelled Alex to write the first book, which quickly grew into a trilogy, and how this practical series can empower fundraisers to be successful.

  • Episode 91: Conversations with Industry Icons - Episode 19 with Joe Chickey

    25/03/2021 Duração: 10min

    Our Founder and CEO Eddie Thompson sits down with Joe Chickey, from the Sharpe Group. Joe shares what he learned when a donor made an eight-figure gift to another charity; what's critically important to the success of a planned giving program; how to calculate the percentage of planned giving dollars your organization ought to be raising; and, why you should treat donors like family.

  • Episode 90: Conversations with Industry Icons - Episode 18 with Mark Larkin

    22/02/2021 Duração: 11min

    Join us as we talk with Mark Larkin, President of Boca Raton Regional Hospital's Foundation. Mark has spent 35 years in philanthropy, with the last 20 in health care.In this 11-minute podcast, Mark shares:-How you can get much greater levels of giving (for the same amount of time spent);-The three components he looks for to replenish his major giving list;-The key to a successful fundraising event or capital campaign, and more!

  • Episode 89: Conversations with Industry Icons - Episode 17 with Alexandra Brovey

    08/02/2021 Duração: 06min

    For our next industry leader, you likely have one of her books on your shelf. Join Eddie as he sits down with industry veteran, Alexandra Brovey, to hear what she has learned during her 21 years in gift planning. In this 7-minute podcast, Alex shares:What has really made a difference in her career that especially resonates during the pandemic—something Eddie points out as the most important lesson in success;3 simple questions she asks herself when a difficult or uncomfortable situation arises; and, the art of trying too hard to get in front of people.

  • Episode 88: Conversations with Industry Icons - Episode 16 with Nathan Stelter

    11/01/2021 Duração: 09min

    Join Eddie as he talks with 20-year planned giving marketing veteran Nathan Stelter, President of The Stelter Company. In this 10-minute podcast, Nathan shares his firm belief in this personal quality for achieving success; the most important component when bringing on a new team member; a critical juncture where hard, but important, business decisions had to be made and the impact it had on the company's success; and more!

  • Episode 87: Storytelling: The Secret Sauce of Fundraising Success

    17/12/2020 Duração: 05min

    Take a listen to this short 5-minute podcast with Lynn Ierardi, J.D., author of Storytelling: The Secret Sauce of Fundraising Success, to hear what inspired her to write this quick, but impactful, read. Nonprofits have amazing stories to share — stories of perseverance, fortitude, and generosity. Stories give nonprofits a way to stand out in a world that gets noisier every day, where people are looking for ways to find meaning and connection.Great stories engage donors and raise more money. Scientific evidence confirms good storytelling is one of the most powerful ways to engage stakeholders and influence behavior. Stories raise awareness, change behavior, and trigger generosity.But what makes a great story? What ingredients engage the audience and have an impact? What flavors will spark the appetite and make the mouth water? There are some ingredients that are essential. You just can’t make a good sauce without tomatoes.

  • Episode 86: Conversations with Industry Icons - Episode 15 with Larry Katzenstein

    07/12/2020 Duração: 14min

    Join Eddie as he talks with a nationally-known authority on estate planning and planned giving, Larry Katzenstein. Larry divides his practice between representation of wealthy individuals in estate planning matters and serving as outside counsel to planned giving programs at nonprofits nationwide.

  • Episode 85: The Perfect Resource for Board Members

    30/11/2020 Duração: 10min

    Just in time for the holidays, we sit down with Wayne Olson to hear about his new book, Fundraising for Nonprofit Board Members: Wholesome goodness for you and your nonprofit.Wayne wrote this book to be an easy and quick read, designed specifically for the busy executive. It shows what each board member needs to know about fundraising, and dispels many myths that make fundraising seem unappealing.The book is the essential resource for all board members charged with fundraising. In this podcast, hear why Wayne wrote this book and what he hopes it achieves.

  • Conversations with Industry Icons - Episode 14 with Lynn Ierardi

    09/11/2020 Duração: 10min

    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.

  • Selling Philanthropy to Nonprofit Leadership

    26/10/2020 Duração: 12min

    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.

  • Conversations with Industry Icons - Episode 13 with Alice Ayres

    19/10/2020 Duração: 12min

    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.

  • NACGP Podcast with Michael Kenyon

    25/09/2020 Duração: 08min

    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.

  • Conversations with Industry Icons - Episode 12 with Charles Schultz

    14/09/2020 Duração: 10min

    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.

  • Conversations with Industry Icons - Episode 11 with Shannon Duval

    29/07/2020 Duração: 12min

    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.

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