Helping make good things happen for other people
We partner with nonprofits to provide estate planning services to their supporters.
WHO WE WORK WITH
We provide individuals peace of mind through a confidential, complimentary and pressure-free estate planning process that connects their passion and potential.
We enhance the relationships nonprofits have with their supporters to help fulfill their mission and create a lasting impact.
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.
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.
Senior Vice President, Gift Planning