OUR
TEAM

44 team members

Located in 18 states

1,135 years of combined experience

OUR
PARTNERS

85 nonprofit partners

Located in 32 states

474 years of combined relationships

OUR
TEAM

44 team members

Located in 18 states

1,135 years of combined experience

OUR
PARTNERS

85 nonprofit partners

Located in 32 states

474 years of combined relationships

Principals

Principals

Melinda Magyar
Chief Financial Officer

Corporate Team

Corporate Team

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

Karen Rawson
Assistant to
Planning Attorneys

Bethany Rozell
Executive Vice President, Strategic Partnerships

Ron Smith, FCEP
President of
Associate Relations

Executive Vice Presidents

Executive Vice Presidents

Michael Geis, CFRE, FCEP, FAHP
Executive Vice President

Bob Hoffman, CSPG, CFRE, FCEP
Executive Vice President

Doug Olson, CFRE, FCEP
Executive Vice President

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

Frank Stepp, ARM, FCEP
Executive Vice President

Senior Vice Presidents

Senior Vice Presidents

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

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

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

Chad Leitch, J.D., FCEP
Senior Vice President

Vince McElligott, FCEP
Senior Vice President

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

Charles Slamar, J.D., LL.M., FCEP
Senior Vice President

Ken Turpen, CFRE, FCEP
Senior Vice President

John Webber, J.D., 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

94 nonprofit partners

  • Arts Organizations

  • Community Foundation

  • Continuing Care Retirement Communities

  • Education

  • Healthcare

  • Hospice

  • Religious Organizations

  • Social Service

  • Zoo

474 combined years of relationships

65% 3+ years of partnership

43%  6+ years of partnership

19% 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

65% 3+ years of partnership

43%  6+ years of partnership

19% 9+ years of partnership

9% 12+ years of partnership

where they’re located