OUR
TEAM

49 team members

Located in 22 states

1,195 years of combined experience

OUR
PARTNERS

94 nonprofit partners

Located in 33 states

474 years of combined relationships

OUR
TEAM

49 team members

Located in 22 states

1,195 years of combined experience

OUR
PARTNERS

94 nonprofit partners

Located in 33 states

474 years of combined relationships

Principals

Principals

Eddie Thompson, Ed.D., FCEP
Founder and CEO

Melinda Magyar
Chief Financial Officer

Executive Team

Executive Team

Ian Fraser, MBA, FAHP, FCEP
President of
Thompson & Associates, Canada

Katie Grassmann
Vice President
of Corporate Resources

Bill Gustoff, J.D., FCEP
President of Legal Division

Jason Meredith, J.D., FCEP
Executive Vice President, Charitable Estate Planning

Ben Powell, M.S.F.E., FCEP
Director,
The Carpenter’s Legacy

Karen Rawson
Assistant to
Planning Attorneys

Bethany Rozell
Executive Vice President, Strategic Partnerships

Ron Smith, FCEP
President of
Associate Relations

Senior Vice Presidents

Senior Vice Presidents

Thomas W. Cullinan, J.D., FCEP
Senior Vice President

Pamela Davidson, J.D., FCEP
Senior Vice President

Michael Geis, CFRE, FCEP, FAHP
Senior Vice President

Johni Hays, J.D., FCEP
Senior Vice President

Bob Hoffman, CSPG, CFRE, FCEP
Senior Vice President

Doug Olson, CFRE, FCEP
Senior Vice President

Darren Penny, Ph.D., MBA, FCEP
Senior Vice President

Jeremy Pharr, J.D., FCEP
Senior Vice President

Frank Stepp, ARM, FCEP
Senior Vice President

Paul Youngdale, J.D., FCEP
Senior Vice President of Counsel

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

94 nonprofit partners

  • Arts Organizations

  • Community Foundation

  • Continuing Care Retirement Communities

  • Education

  • Healthcare

  • Hospice

  • Religious Organizations

  • Social Service

  • Zoo

474 combined years of relationships

22% 3+ years of partnership

24%  6+ years of partnership

10% 9+ years of partnership

9% 12+ years of partnership

about our

parTners

94 nonprofit partners

  • Arts Organizations

  • Community Foundation

  • Continuing Care Retirement Communities

  • Education

  • Healthcare

  • Hospice

  • Religious Organizations

  • Social Service

  • Zoo

474 combined years of relationships

22% 3+ years of partnership

24%  6+ years of partnership

10% 9+ years of partnership

9% 12+ years of partnership

where they’re located