There is no catch, truly!  Nonprofits offer Thompson & Associates’ planning process with absolutely no obligations.  In fact, unless you choose to share your intentions, the nonprofit will not know any details of your discussions or resulting plan.  Thompson & Associates are not fundraisers and will NEVER ask nor pressure anyone to make a gift.  They work closely with you and your family to determine your driving values, merge them with your financial objectives and create a plan that accomplishes both.

Often, people choose to redirect tax dollars to charity.  The sponsoring nonprofit may receive a gift as a result, but you ultimately choose who will benefit from the plan.  Typically, plans that include charity benefit more than one organization.