Annual Conference

September 26-27, 2022

Nashville, Tennessee

Join us in beautiful Music City for 1.5 days to connect with the national Thompson & Associates team, learn tips & tricks to help in your everyday work with your donors, and re-energize just in time for year-end activities!

Annual Conference

September 26-27, 2022

Nashville, Tennessee

Join us in beautiful Music City for 1.5 days to connect with the national Thompson & Associates team, learn tips & tricks to help in your everyday work with your donors, and re-energize just in time for year-end activities!

Past conference highlights

About the Conference

Each year our team, who is spread out across the nation, takes time to gather as a family inviting our nonprofit clients and friends to join us as we learn and reconnect. Together, we learn about trends in giving, tricks of the trade to make us more successful in our work, and get re-motivated to do our very best – after all, what we do matters so much for our supporters and organizations!

Pricing & Information

We are pleased to offer this conference at no cost, other than your travel.

Hear national industry speakers on hot development and fundraising topics

1.5 days, allowing quick in- and-out travel

Exclusive singer-songwriter Dinner Event

Hilton Garden Inn venue with free shuttle into heart of downtown Nashville

Easy Uber/Lyft drive from airport to venue

$199/night lodging in group block (available on first-come, first-serve basis)

Agenda

8:30 – 9:15 AM

Welcome and Introductions

8:30 – 10:00 AM

Charitable Estate Plans

Jeremy Pharr, J.D., FCEP

9:15 – 10:00 AM

Client Keynote

 

10:00 – 10:15 AM

Break

10:00 – 10:15 AM

Break

10:15 – 11:00 AM

Blended Gifts

 

10:15 – 11:15 AM

Charitable Estate Planning in 2022 Amidst Inflation

Eddie Thompson, Ed.D., FCEP

11:00 – 11:30 AM

Counting vs Accounting for Planned Gifts

Charles Slamar, J.D., LL.M., FCEP

11:15 – 11:45 AM

Utilizing GO Connect to Find More Prospects and Support Materials Overview

Cayce Powell, J.D., MBA, FCEP and Katie Grassmann

11:30 – 11:45 AM

Where Do We Go From Here?

Eddie Thompson, Ed.D., FCEP

11:45 – 1:30 PM

Lunch Break

1:30 – 2:15 PM

The First Planning Meeting

Eddie Thompson, Ed.D., FCEP

2:15 – 3:00 PM

Introducing & Inviting Donors to the Planning Process

 Joe Giacchino, Riverside Healthcare Foundation, Estate Planning Manager

3:00 – 3:15 PM

Break

3:15 – 3:45 PM

An Outstanding Donor Experience

Johni Hays, J.D., FCEP

3:45 – 4:15 PM

Keeping a Full Pipeline

Interactive Session – A Sharing of the Minds! Facilitator: Jason Meredith, J.D., MBA, FCEP

4:15 – 4:45 PM

Best Practices

Interactive Session – More Sharing Amongst Everyone! Facilitator: Paul Grassmann, J.D., LL.M., FCEP

6:00 – 9:00 PM

Nashville-style Dinner & Music

A special evening at the Listening Room Cafe just for you!

8:30-9:15 am

WELCOME AND INTRODUCTIONS

 

9:15-10:00 am

CLIENT KEYNOTE

 

10:00-10:15 am

BREAK

 

10:15-11:15 am

CHARITABLE ESTATE PLANNING IN 2022 AMIDST INFLATION

Eddie Thompson, Ed.D., FCEP

 

11:15-11:45 am

UTILIZING GO CONNECT TO FIND MORE PROSPECTS AND SUPPORT MATERIALS OVERVIEW

Cayce Powell, J.D., MBA, FCEP and Katie Grassmann

 

11:45-1:30 pm

LUNCH BREAK

 

1:30-2:15 pm

THE FIRST PLANNING MEETING

Eddie Thompson, Ed.D., FCEP

 

2:15-3:00 pm

INTRODUCING & INVITING DONORS INTO THE PLANNING PROCESS

Joe Giacchino, Riverside Healthcare Foundation, Estate Planning Manager

 

3:00-3:15 pm

BREAK

 

3:15-3:45 pm

AN OUTSTANDING DONOR EXPERIENCE

Johni Hays, J.D., FCEP

 

3:45-4:15 pm

KEEPING A FULL PIPELINE (Interactive Session)

Facilitator: Paul Grassmann, J.D., LL.M., FCEP

 

4:15-4:45 pm

BEST PRACTICES (Interactive Session)

Facilitator: Jason Meredith, J.D., MBA, FCEP

 

6:00-9:00 pm

NASHVILLE-STYLE DINNER & MUSIC

 

8:30-10:00 am

CHARITABLE ESTATE PLANS

Jeremy Pharr, J.D., FCEP

 

10:00-10:15 am

BREAK

 

10:15-11:00 am

BLENDED GIFTS

 

 

11:00-11:30 am

COUNTING VS ACCOUNTING FOR PLANNED GIFTS

Charles Slamar, J.D., LL.M., FCEP

 

11:30-11:45 am

WHERE DO WE GO FROM HERE?

Eddie Thompson, Ed.D., FCEP

See for yourself!

Contact us:
615.369.1416

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