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Non-Profit · Thompson & Associates

Thompson & Associates

by Thompson & Associates

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 ceplan.com. 

Latest episodes

Showing 20 · updated from the feed

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 featuring Susan Doliner from Maine Medical Center.   In this 12-minute podcast, Sue

Feb 13 2024
11 min

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 planner, Grant Whitney. Previously with Harvard for 21 years, Grant is celebrating hi

Nov 10 2023
19 min

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 National Association of Charitable Gift Planner's new Chair, Kelli Smith!   In this

Mar 3 2022
13 min

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 area of estate planning on our team.  We want to highlight a wonderful new resource

Jan 25 2022
9 min

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 Planning for the American Red Cross, a role she's held for 22 years.  In this 8.5

Nov 17 2021
8 min

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

Eddie sits down with Cindy Atmar, Executive Director of Trusts, Estate and Gift Planning, at The University of Texas MD Anderson Cancer Center, the largest cancer center

Oct 27 2021
9 min

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 Advancement Officer, at Cedars-Sinai.  In this 9-minute podcast, Art shares: What a

Sep 7 2021
8 min

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 care provider across seven western states.  In this 7-minute podcast, Laurie shares: 

Aug 10 2021
7 min

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

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-minut

Jul 26 2021
11 min

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. In this 9-minute podcast, Susan shares insightful wisdom she's experienced in her

Jun 21 2021
9 min

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

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

Jun 7 2021
15 min

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

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

Apr 19 2021
8 min

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

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

Apr 12 2021
7 min

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

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

Mar 25 2021
10 min

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

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

Feb 22 2021
11 min

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

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 lea

Feb 8 2021
6 min

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

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 b

Jan 11 2021
9 min

Episode 87: Storytelling: The Secret Sauce of Fundraising Success

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

Dec 17 2020
5 min

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

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 we

Dec 7 2020
14 min

Episode 85: The Perfect Resource for Board Members

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 nonpr

Nov 30 2020
10 min

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Where Thompson & Associates ranks today in each Apple Podcasts chart (US, Sep 30, 2026).

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