ATTENTION: Our company email is back up for now! We applaud the tremendous efforts by the professionals & first responders working around the clock to get everything back online safely. We understand we might lose connection again as recovery continues, but we are grateful! #nashvillestrong

Helping make good things happen for other people

We partner with nonprofits to provide estate planning services to their supporters.

About US

ABOUT US

Through our personalized estate planning approach, we help nonprofits strengthen their relationships with supporters. We give individuals and families an opportunity to clarify their values and reduce uncertainty, freeing them to make a lasting impact on their family, community and the world.

OUR STORY

About US

ABOUT US

Through our personalized estate planning approach, we help nonprofits strengthen their relationships with supporters. We give individuals and families an opportunity to clarify their values and reduce uncertainty, freeing them to make a lasting impact on their family, community and the world.

OUR STORY

WHO WE WORK WITH

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Individuals

We provide individuals peace of mind through a confidential, complimentary and pressure-free estate planning process that connects their passion and potential.

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Nonprofits

We enhance the relationships nonprofits have with their supporters to help fulfill their mission and create a lasting impact.

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Advisors

We rely on the community of professional advisors for their expertise and personal knowledge in order to help individuals enact their plan.

What They Are Saying

Thompson & Associates is such a powerful resource. I am thrilled for the chance to work with them and bring to our lovely supporters such a truly valuable service.

Mary Plock

Chief Development Officer
Mary Lanning Healthcare, Hastings, NE

After a few sessions that cost us nothing, resulted in no obligations and assured us of total confidentiality; together we now have a new and exciting understanding of our family values and the opportunities our legacy can provide for our children and the charities we support. Thanks for this gift. We encourage others to accept it.

John & Macy Miller

Planning Process Recipients
United Church Homes, Marion, OH

The Thompson & Associates planning process is the most donor-centered program possible. Individuals feel and are in complete control of their estate. The end result is a comprehensive plan that accomplishes all of their wishes.

Don Ireland-Schunicht
Senior Vice President, Gift Planning