OUR
TEAM
41 team members
Located in 15 states
1,093 years of combined experience
OUR
PARTNERS
87 nonprofit partners
Located in 28 states
531 years of combined relationships
OUR
TEAM
41 team members
Located in 15 states
1,093 years of combined experience
OUR
PARTNERS
87 nonprofit partners
Located in 28 states
531 years of combined relationships
Principals
Principals
Corporate Team
Corporate Team
Joe Giacchino
Vice President
of Process Optimization

Katie Grassmann
Vice President
of Corporate Resources

Bill Gustoff, J.D., FCEP
President of
Legal Division
Jason Meredith, J.D., MBA, FCEP
Executive Vice President, Charitable Estate Planning

Karen Rawson
Assistant to
Planning Attorneys
Bethany Rozell, FCEP
Executive Vice President
of Strategic Partnerships

Ron Smith, FCEP
President of Associate Relations
Executive Vice Presidents
Executive Vice Presidents

Michael Geis, CFRE, FCEP, FAHP
Executive Vice President

Johni Hays, J.D., FCEP
Executive Vice President
Bob Hoffman, CSPG, CFRE, FCEP
Executive Vice President
Senior Vice Presidents
Senior Vice Presidents

Paul Grassmann, J.D., LL.M., FCEP
Senior Vice President

Charlie Slamar, J.D., LL.M., FCEP
Senior Vice President
Associates & Vice Presidents
Associates & Vice Presidents
So many letters!
We are incredibly proud of our talented team. They are committed to excellence, and that shows in all of the professional designations they’ve earned in dedication to their craft. Take a look at what each of these designations means here.
MEET OUR PARTNERS
DAN MURRELL
DIRECTOR, PLANNED GIVING
UNIVERSITY OF MEMPHIS
Our supporters have been very pleased with the process. They appreciate the expertise and the confidentiality that Thompson & Associates provides, and they appreciate that we provided them this opportunity.
Brad Konkler,
Vice President, Philanthropy and Community Health CentraCare Health
St. Cloud, MN
Our partnership with Thompson & Associates provides a layer of confidentiality for our supporters which allows for a more open and honest conversation throughout the process resulting in the best estate plan possible for the supporter.
Liz Sheahan
Vice President of Development
The Jacobs & Cushman San Diego Food Bank, San Diego, CA
I love this amazing service – it’s my favorite thing! Our supporters participating feel so honored and special.
about our
parTners
87 nonprofit partners
- Animal Shelter/Humane Society
-
Arts Organizations
- Churches
-
Community Foundation
-
Continuing Care Retirement Communities
-
Education
-
Healthcare
-
Hospice
-
Religious Organizations
-
Social Service
-
Zoo
531 combined years of relationship
64% 3+ years of partnership
43% 6+ years of partnership
30% 9+ years of partnership
19% 12+ years of partnership
about our
parTners
87 nonprofit partners
- Animal Shelter/Humane Society
-
Arts Organizations
- Churches
-
Community Foundation
-
Continuing Care Retirement Communities
-
Education
-
Healthcare
-
Hospice
-
Religious Organizations
-
Social Service
-
Zoo
531 combined years of relationships
64% 3+ years of partnership
43% 6+ years of partnership
30% 9+ years of partnership
19% 12+ years of partnership
where they’re located

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