2021 annual conference

Virtual // September 27 & 28, 2021
Register Now

Virtual (again) in 2021

With reduced or eliminated travel budgets many nonprofits are experiencing this year, and the recent COVID surges, we’re playing it safe and going virtual again for our 2021 conference. 

We very much hope we return to our usual shin-dig in Nashville for 2022 – we miss your faces and warm handshakes!

Free to attend

As always, this event is free to attend.  Being virtual this year, we hope more of your staff are able to join without the constraints of travel expenses.


We will offer four 1-hour sessions over two days:

  •  Monday, September 27:
    10 am and 2 pm Central
  • Tuesday, September 28:
    10 am and 2 pm Central

Scroll down to learn more about each session.



Approved for 4 pts of CFRE continuing education credits




on the agenda

monday, september 27

10:00-11:00 am Central 

Charitable Estate Planning in 2021
Presented by: Eddie Thompson, Ed.D., FCEP, 
Founder & CEO

This session explores trends we’re seeing in planned giving this year and what we’re seeing in terms of donor giving habits.  We’ll cover eight life situations of donors, which indicate lifetime gift potential. We review the type of gifts donors make along with strategies to secure a donation.

Approved for 1 pt CFRE continuing education credit

2:00-3:00 pm Central (30 minutes for each of the following two topics)

Getting IRA Death Proceeds Paid in a Timely Manner
Presented by: Johni Hays, J.D., FCEP, 
Executive Vice President

Has your nonprofit experienced delays while attempting to collect IRA proceeds when a donor has died? Or, has your organization been required to set up an entirely separate, second account? What was once a simple transaction to receive retirement funds from donors has now turned into an onerous and laborious procedure – so much so, that some charities are completely giving up on trying to get their rightful share. Do you want to know how to avoid all this and a quicker way to receive retirement funds? The good news is that we are making great progress toward simplifying the process. Join us to learn how to get your money fast.

Connecting Passion with Purpose
Presented by Vince McElligott, FCEP,
Senior Vice President and Dan Perry, Associate Vice President of University Advancement, Texas State University

Hear how this associate/client duo foster donors’ passions and pair them with the organization’s programs or projects to align donor intentions.  Often, these efforts result in documented gifts for Texas State University and further deepen that donor-organization connection.  Learn how you and your associate can mirror these efforts at your organization.

Approved for 1 pt CFRE continuing education credit

Tuesday, september 28

10:00-11:00 am Central (30 minutes for each of the following two topics)

Tax Law Discussion
Presented by Lorraine del Prado, CSPG, CFRE, FCEP
, Vice President

Tax law can have a major impact on charitable giving.  Hear about the latest tax proposals, how they may affect charitable giving, and ways to respond.

Thompson & Associates’ Best Practices
Presented by Frank Stepp, FCEP
, Executive Vice President and Darren Penny, Ph.D., MBA, FCEP, Senior Vice President

Two of our experienced associates share best practices they’ve refined over the years in managing and facilitating our process, including nuances related specifically to virtual planning.  Time permitting, they will address questions received before or during the presentation.

Approved for 1 pt CFRE continuing education credit

2:00-3:00 pm Central

Exciting New Service Perk! 
Presented by Cayce Powell, J.D., MBA, FCEP, President

You don’t want to miss this session!  We’re launching an exciting new offering this fall/winter that we’ve worked on behind the scenes for all of our clients to help manage our planning process!  See this new perk in action during this session and learn when you will have access. 

Where Do We Go from Here?
Presented by Eddie Thompson, Ed.D., FCEP
, Founder & CEO

Eddie will follow with his motivational conclusion designed to inspire professionals to take what you’ve learned and implement in your own organizations.

Approved for 1 pt CFRE continuing education credit


Coffee Bean

Johni Hays, J.D., FCEP

Executive Vice President

Coffee Bean

Vince McElligott, FCEP

Senior Vice President

Coffee Bean

Darren Penny, Ph.D., MBA, FCEP

Senior Vice President

Coffee Bean

Dan Perry, Ph.D.

Associate Vice President,
University Advancement
Texas State University

Coffee Bean

Frank Stepp, FCEP

Executive Vice President

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