Podcasts about eddie thompson

A thought provoking look at religion through the lens of a fantastic horror series, Mike Flanagan's Midnight Mass is one of the best peices of genre fiction in years. TV and film critic Eddie Thompson is taken through the gateway but does he cross the threshold? (E03) Follow us! Instagram: @undercastcompany, Twitter: @undercastco, Facebook: Undercast Company. Email us at undercastcompany@gmail.com. And support us on Patreon! Theme song by Joseph McDade. Don't forget to check out Eddie at why-we-watch.com!

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.

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.

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.

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.

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.

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.

There are scores of ways individuals can give to an organization. But, we can’t confuse method of giving with motivation for giving. In this podcast, Founder and CEO Eddie Thompson shares 3 primary reasons why individuals are motivated to give. You’ll learn the key to unlocking the powerful impact that can be found between the how and why an individual gives.

How do leaders embrace their role in the new normal today? What does it mean to lead strategically and purposefully?  The experts in today's webinar will answer these questions. Listen in to hear Eddie Thompson, Founder and CEO of Thompson & Associates, Mark McCampbell, Senior Vice President of Advancement Resources, and Betsy Chapin Taylor, CEO of Accordant, talk about the challenges of leadership during times of change, why purpose and values are central to good leadership, and the importance of reconsidering strategy right now to lead your organization into a successful future. Topics Discussed in This Episode: The role of leaders in today's changing new normal Why who you are is more important than what you do How values lead to actions Leadership strategies Affirming your organization's vision Thinking about areas that need to be pruned or changed going forward The importance of connecting meaningfully Considering strategic decisions Holding board members accountable Using board members as fundraisers Thinking about how to go after major gifts in the future Resources: Eddie Thompson Mark McCampbell Betsy Chapin Taylor WEBINAR: Leadership During Times of Change TIP SHEET: 8 Things Successful Healthcare Philanthropy Leaders are Doing Right Now ARTICLE: 6 Tips for Managing a Virtual Workforce Quotes:  “When you're authentic, you're being yourself, and you're leading from who you are, that's really the place to be.” –Mark McCampbell “I think that we are unfortunately entering a period in our hospitals of austerity.” –Betsy Chapin Taylor “I want to encourage you to reconsider having perpetual naming rights.” –Eddie Thompson

Our Founder and CEO Eddie Thompson talks with one of the nation's leading health care philanthropy professionals with more than three decades of experience, Bill Littlejohn from Sharp Healthcare.  Bill has led and directed philanthropic programs that have generated nearly a billion dollars.  In this podcast, Bill shares his philosophy and drive for philanthropy, cautions of easy traps to fall into, and inspires professionals what to truly focus on as fundraisers to achieve lasting impact.

Your words, your action, and your motive pride will be heard and never let hatred and discrimination push you down, but please play smart and be safe. Also I have a special guest known as Eddie Thompson that would like to share his wisdom and accomplishments on he keeps moving forward and his voice to be heard based on who he is. This episode is based on the Black lives Matters and protest through the world. --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app

COVID-19 has impacted fundraising in various ways. What will major and planned giving programs look like in our current landscape, and how can your organization adjust to see continued success with these programs? In today's episode, you'll hear from Eddie Thompson, founder and CEO of Thompson and Associates, and Russell James, Professor of Charitable Financial Planning at Texas Tech University, in an excerpt from a Blackbaud webinar. They discuss the challenges of raising major and planned gifts in the current environment, give advice on how to talk to donors and consider how they are feeling and faring during this time, and highlight different giving strategies that can benefit organizations and donors.  After listening to the episode, click on the link to the webinar in the Resources section to watch the full recording, including a panel discussion featuring Eddie and Russell as well as Page Bullington, president and general manager of Blackbaud Healthcare Solutions and Blackbaud Foundation Solutions, and Heather Wiley Starankovic, principal consultant at Accordant Philanthropy. Topics Discussed in This Episode: Four pieces of the frame that holds the nonprofit mosaic together Excellent leadership Appealing mission Dedicated staff Visibility in the community Replacing fear with focus Impact of the COVID-19 pandemic on major and planned gifts Short-term impacts on major and planned giving Questions that donors are asking themselves Types of wealth accumulators Showing support to donors during crisis Transitioning to different giving opportunities Permission marketing Donor-advised fund holders Plan B for planned gifts Charitable gift annuities CARES Act charitable donations Resources: Webinar: Raising Major and Planned Gifts in the Current Environment Tip Sheet: 6 Planned Giving Options to Offer Donors Tip Sheet: Questions Major Donors Are Asking Themselves Before Making a Gift Quotes:  “We are really positioning ourselves not just for today, but for the future.” –Eddie Thompson “I'll tell you this, almost everyone has been impacted emotionally.” –Eddie Thompson “We want people to ask us for more information or more details.” –Russell James

Founder and CEO Eddie Thompson discusses 5 steps for nonprofits to weather a market recession with their donor base.

Listen in as our Founder and CEO Eddie Thompson talks with industry legend Jerry Linzy from Jerold Panas, Linzy & Partners, Inc. Jerry shares: • The 3 simple roles of a nonprofit's board • The key question for new board members • How philanthropy today differs from the 1980s • An industry-wide challenge facing philanthropy

Being a fundraiser is a lot like being a professional matchmaker.  You introduce eligible people to your organization, point out its best qualities, and hope they fall in love with your organization.  But, how do you get people to fall in love so much that they leave your organization an estate gift? In this podcast, Founder and CEO Eddie Thompson shares 6 reasons why individuals fall in love with an organization, leaving them an estate gift.  Eddie shares ways to cultivate your donor relationships, making a "match" much more likely among your supporters.

Listen in with our Founder and CEO Eddie Thompson's conversation with industry thought leader, David Flood, Senior VP and CDO for Intermountain Healthcare. Don't miss this powerful episode where David shares humble lessons he's learned in his philanthropy career, including what Eddie calls the most important lesson in fundraising!

In this episode we meet Eddie Thompson, owner of Thompson’s T-Shirts from small town Indiana. In this episode we learn how Eddie has increased his average ticket size, become a go-to source for t-shirts in his community and successfully expanded his business. We share ideas about selling to larger clients, selling apparel at festivals and becoming a one-stop shop.

Listen in with our Founder and CEO Eddie Thompson's conversation with industry leader, Steve Orr, Managing Partner of the Orr Group to learn what he's learned about the nonprofit industry and how he works to improve it with his financial and business background.

In this episode, Founder and CEO Eddie Thompson proposes a new pyramid corresponding to an individual’s affinity to your organization and how developing passion for your mission leads to greater financial support for your organization.

Listen in on our Founder and CEO Eddie Thompson's conversation with industry leader, Michael Kenyon, President and CEO of the National Associate of Charitable Gift Planners (NACGP) as Michael shares his career lessons.

Founder and CEO Eddie Thompson talks with Russell James, J.D., Ph.D., CFP. Russell shares who you should you be visiting; an important factor to consider when visiting this demographic; in all of Russell’s research, what has changed over the years and what the number one predictor of leaving a gift has been consistently; what the best gift asset is to receive, and how that affects overall giving; how to motivate transformational giving, and more!

For much of our Founder and CEO Eddie Thompson’s career, he’s focused on what makes outstanding organizations outstanding.  In this episode, Eddie compares the winning traditions of two sports franchises to apply to the nonprofit world. That’s right, Eddie’s comparing the New England Patriots with the Cleveland Browns (sorry, Browns’ fans!).  Each team is given the same salary amount for their players, but why are the Patriots much more successful?  Eddie explains how the difference can be found in their philosophy and approach, then applies that to the nonprofit industry – what is the key to organizational success?

In this 8-minute podcast, Founder and CEO Eddie Thompson shares on a topic we are all challenged by - how to hire the right person for annual and major giving. These important team members are critical to achieving your organization’s mission, and having the wrong people in these roles can be costly. It’s imperative we take our time to qualify candidates. Take a listen as Eddie shares questions to ask yourself as you prepare to fill these positions, along with questions to ask your candidates to find the perfect fit.

With the annual National Healthcare Decisions Day coming up on April 16, Founder and CEO Eddie Thompson joins Executive Vice President Jason Meredith to discuss the importance of advance care planning.

Listen in as Founder and CEO Eddie Thompson talks about building long-term relationships with donors and the importance of having thoughtful preparation for these meetings, whether it be a friend, long-time board member or potential donor.  Eddie humbly shares some of his past mistakes and the lessons he learned from them in hopes to save others from the embarrassment or, worse, offending a donor.

Short stories from my past. Enjoy Instagram: edd_the_human --- Support this podcast: https://anchor.fm/eddie-thompson9/support

Listen in as Founder and CEO Eddie Thompson discusses how to make the leap from being a good fundraiser to a great fundraiser! Excel at maximizing the dollars raised for helping your organization’s mission! Eddie applies best-selling author Jim Collins findings from his book Good to Great to the nonprofit fundraising world.

Hear Founder and CEO Eddie Thompson and Thompson & Associates' lead planning attorney Jason Meredith discuss how the recent mid-term election will impact your organization and donors.

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 billings 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 goals 2. Personal legacy 3. One example of a fun program 4. 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 ways of being able to sustain organizations will be required. And Philanthropy is the great frontier of promise for the sustainability of healthcare organizations going through tremendous transformation. 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 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 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 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 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 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

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 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

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 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 Founder and CEO of Thompson & Associates, Eddie Thompson, as he speaks with President Cayce Powell, MBA, J.D., FCEP, discussing bequests and other forms of testamentary gifts. In this podcast, they will cover the following points, and more: 1. How can a donor make these types of gifts? 2. Does it require a donor to rewrite their Will? 3. Can a donor change the beneficiaries once they have been established? 4. How can a donor ensure that their spouse is taken care of first and foremost? 5. What are the drawbacks to consider with these types of gifts? 6. What are the options available to leave a bequest in a Will? 7. Are there advantages to having charitable donations come from a retirement account as opposed to coming out of an estate? 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 Gift Clarity’s Vice President Barrett Thompson, FCEP, discussing how to solicit a major gift. In this podcast, they will cover the following points, and more: 1. What type of training do nonprofit executives receive to solicit a gift? 2. Do nonprofit executives tend to feel nervous or confident when soliciting a gift? Do they tend to speak too long, aren’t very clear, or maybe a combination? 3. Is a there a suggested script nonprofits should use, or should they follow the conversation with a donor naturally? 4. What 13 steps should nonprofits follow in one meeting with a donor to solicit a gift? 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 Gift Clarity’s President Scott Belina, discussing donor analytics. In this podcast, they will cover the following points, and more: 1. Many nonprofits do donor analysis based on wealth, is that the best approach? 2. What is the best approach to analyzing a donor? 3. Are there basic characteristics, or lifestyles, that indicate a propensity to give? 4. What is the most important ingredient to being a successful fundraiser? 5. What are the limitations of the typical wealth analyses performed on donors? 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 Senior Vice President Jeremy Pharr, JD, FCEP, about what type of person makes an estate gift. In this podcast, they will cover the following points, and more: 1. What type of person makes an estate gift? 2. Is there a personality trait that makes someone reluctant to join a heritage society? 3. Life situations that lend themselves to people really considering making an estate gift. 4. What are some tips to finding your organization’s best planned giving prospects? 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 discusses with Senior Vice President Tom Cullinan, JD, the power of the written word and how it can motivate donors. In this podcast, they will cover the following points, and more: 1. How the written word can motivate donors. 2. The process involved in writing strong pieces. 3. How to motivate a donor you’ve never met with written word. 4. The effect of modern technology on today’s communication methods. 5. What’s the preferable length of communications to donors? 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 Senior Vice President Bob Hoffman, CSPG, CFRE, FCEP, on the topic of the board's role in securing gifts for nonprofits. In this podcast, they will cover the following points, and more: 1. How to get the board more involved in securing gifts? 2. What is the role of a board member in securing gifts? 3. Before a board member is approved, what are some steps to help clearly define their new role and expectation? 4. What kind of training should be offered to new board members? 5. What are examples of things that outstanding board members do? 6. What is the capstone to a very strong board? 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 discusses the different types of gifts people are giving today with Vice President Johni Hays, JD, FCEP. In this podcast, they will cover the following points, and more: 1. What types of gifts are people giving today? 2. What percent are revocable gifts? 3. Should there be any pause when a donor says they’d rather make a 4. revocable gift as opposed to irrevocable? 4. How rare is it that donors do not continue with a revocable gift to their death? 5. Does it help donors to rely on revocable gifts? 6. Why do donors often under pledge out of their estate, giving a smaller value than what they really believe is going to come? 7. How do donors’ behavior or personality styles and traits affect their likeliness to give? Or, their likeliness to be included in a historical, memorial or heritage society? 8. Which donors may not be your best major gift or capital campaign donors, but your best planned giving prospects? 9. What are the top five forms of giving? 10. Details on a tremendous program opportunity for a deeper dive into planned giving. 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 discusses what he's found to be the top 10 characteristics shared by successful fundraisers. In this podcast, Eddie will cover the following points, and more: 1. Why are some fundraisers more successful than others? Are they more motivated, possess special skills and special talents that the average does not? 2. Is the amount of money raised the best indicator of someone’s skill, knowledge and ability? 3. Most successful fundraisers share a number of characteristics. 4. The best fundraisers possess most, if not all, of the 10 characteristics discussed in this episode. 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 Vice President Joe McKay, CPA, JD, on the topic of counting and accounting for a planned gift. In this podcast, they will cover the following points, and more: 1. What’s the difference between counting and accounting planned gifts? 2. Who is responsible for counting, and who is responsible for accounting? 3. How do you count a planned gift? How do you account for a planned gift? 4. How do you explain the difference of counting and accounting for a planned gift to a CFO? 5. Why is it good to both count and account for a planned gift? 6. How do you ensure that gifts aren’t counted twice? 7. What changes have occurred in accounting/counting gifts in terms of donor recognition? Are these changes good, and why? 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 Senior Vice President Michael Geis, CFRE, FAHP, FCEP, on the topic of development audits. In this podcast, they will cover the following points, and more: 1. The value of having development audits performed. 2. When does an organization know they need a development audit? 3. What are the key components to a good audit? 4. What are some of the typical changes that result from an audit? 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 Ron Smith, FCEP, on the topic of identifying good planned giving prospects. In this podcast, they will cover the following points, and more: 1. How do you find really good planned giving prospects? 2. What does a planned giving prospect look like? 3. What are some of the characteristics, lifestyles, indicators that make up good prospects? 4. What groups of people are more likely to give? Business owners? Singles? Volunteers? Physicians? Employees? 5. Don’t let certain historical data misguide you: what’s the significance in annual giving versus lifestyle and giving history? 6. Are there things that we can do with retirement accounts that can really make a difference? 7. What are three really important questions individuals have to make before they give a major gift? 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 Senior Vice President Pamela Davidson, JD, on the value of hosting a CLE. In this podcast, they will cover the following topics, and more: 1. Why would a nonprofit host CLE? 2. What are a few beneficial subjects for CLE? 3. What is the value in exposing local attorneys to charitable planning techniques? 4. What is the typical length of a CLE offering? 5. How do you get CLE credit from a Bar Association? 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