INDUSTRY ICONS: A Conversation with Jodi Davis on Donor Relations

by Eddie Thompson | Jul 13, 2021 | Donor Communications

Recently, I had a remarkable conversation with Jodi Davis, Chief Philanthropy Officer for Sutter Health in Sacramento, CA. Jodi is a brilliant, innovative leader who’s not afraid to step back and make honest evaluations about what is working and what could work...

THE PHILANTHROPIC APPROACH: What Nonprofits Accomplish that Government Funding Never Can

by Eddie Thompson | Jun 7, 2021 | Development Management, Professional Development

Last month’s article was about donors’ decisions to invest their social capital (contributions to community and society) by means of estate gifts to charity rather than the government in the form of taxes. It’s not that all government-funded programs are hopelessly...

SOCIAL CAPITAL: Investing in Federal Programs or Self-directed Philanthropy?

by Eddie Thompson | Apr 26, 2021 | Charitable Estate Planning, Donor Communications

After meeting with thousands of selected donors over the last 40 years and listening carefully to their desires and concerns for the succeeding generation, I pose three basic questions. These three basic questions have led to a significant philanthropic impact. In the...

STRATEGIC PHILANTHROPY: Thinking Big in Light of Biden’s Proposed Tax Plan

by Eddie Thompson | Mar 12, 2021 | Charitable Estate Planning, Development Management

Last month’s post about the Biden Tax Plan painted a bleak picture for fundraisers and nonprofit leaders. While there are certain to be numerous negative tax implications for the wealthy under the Biden Administration (see The Biden Tax Plan), the other side of the...

THE BIDEN TAX PLAN: Nonprofits That Are Best Prepared to Succeed

by Eddie Thompson | Feb 15, 2021 | Charitable Estate Planning, Development Management

There has always been a balance between government’s responsibility to provide a safety net and the mandatory redistribution of personal and corporate wealth by means of taxation. On the one hand, no one wants to return to the harsh and heartless days of Victorian...