News
November 12, 2019. In this episode, Cayce and Bill discuss why owning property in another state is a potential problem when you pass away; how people can avoid transfer issues with out-of-state property; tips to help determine if a donor has property in another state, and more.
November 8, 2019. In this episode, Eddie talks with one of health care philanthropy’s most provocative thought leaders, Betsy Chapin Taylor, FAHP, where she shares what she wishes she could change about the industry; how to view donors and what they really wish to achieve; what’s required of us to provide to donors to really create impact, and more!
October 15, 2019. Fundraisers today face an increasing number of obstacles to overcome in their everyday work, such as budget cuts, leadership not grasping the importance of fundraising, wearing too many hats, etc. This 60-minute webinar will explore how to overcome the biggest challenges facing fundraisers.
October 10, 2019. Did you know the third week in October every year is National Estate Planning Awareness Week? It’s quickly approaching this year… October 21-27. This is an excellent opportunity to reach out to your supporters!
September 25, 2019. Listen in as Brian shares with Eddie how his humbling cancer diagnosis has reshaped his focus on charitable planning; how to approach and stay close to supporters facing a serious health diagnosis; and, the important lesson he learned focusing on what donors want to accomplish for themselves, their families and the organizations they support.
September 17, 2019. In this episode, Cayce and Bill discuss how states handle estate planning documents executed in another state; what happens if documents are prepared in another state; and more!
September 10, 2019. Eddie Thompson, CEO and Founder, brings incredible insight and inspiring stories interviewing leaders from different perspectives of the fundraising community: higher education, healthcare, consultants, academia and more!
August 29, 2019. When was the last time you received formal training on how to solicit a gift? Whether it’s been way too long (if ever) or if you’d simply like to learn a few helpful tips, this webinar will prepare you for your year-end asks! Gain confidence and eliminate any fear of asking your supporters to join your worthy cause.
August 13, 2019. In this episode, Cayce and Jason discuss what we mean by a “Brady Bunch” family; what happens to assets (accounts and real estate/homes) if planning doesn’t specifically consider different scenarios, and how as development officers, what can we be listening for to know if our donors have this issue?
July 31, 2019. For much of his career, our Founder and CEO Eddie Thompson has focused on what makes outstanding organizations outstanding. In this podcast episode, Eddie compares the winning traditions of two sports franchises to apply to the nonprofit world.
July 25, 2019. In this episode, Cayce and Jason discuss problems created by lack of planning for people recently married and/or divorced; practical things people need to do when they get married or divorced; and, as development officers, what can we be listening for to know if our donors have this issue?
July 18, 2019. Take a listen as Eddie shares questions to ask yourself as you prepare to fill these positions, along with questions to ask your candidates to find the perfect fit.
July 2, 2019. In this episode, Cayce and Jason discuss recent estate tax law changes, reducing married couples’ estate tax using a bypass trust, and why a good bypass trust a few years ago may not be good planning now.
June 25, 2019. What’s more important – a donor’s capacity to give or propensity to give? Listen in as Eddie shares why this is so important, along with specific questions to ask to determine both capacity AND propensity.
June 20, 2019. Introducing our two guest client speakers speaking on Building a Strategy for Success and Introducing & Inviting Donors into the Process for our annual conference in Nashville this September! This complimentary conference has also been approved for 9.5 CFRE continuing education points.
June 18, 2019. In this episode, Cayce and Jason discuss the brief history of estate tax law and the “use it or lose it” exemption, how DSUEA can be preserved, and how as development officers, what we can be listening for to know if our donors have this issue.
June 12, 2019. We invite you to take a moment to hear Eddie Thompson, Founder & CEO of Thompson & Associates, share his story of how his father’s example inspired his personal course for philanthropy and his passion to positively impact others.
May 16, 2019. Join us on Thursday, May 30th to hear Founder and CEO Eddie Thompson explore how fundraising can help your organization thrive in today’s healthcare industry.
April 24, 2019. In this episode, Cayce and Jason discuss a brief history of estate tax law and the exemption amounts; the importance of the charitable deduction to avoid estate tax; and whether estate planning just to avoid estate tax?
April 18, 2019. Recently, we interviewed one of our oldest and most successful clients. Read the resulting case study to learn how they grew their donor base, expanded their resources to fund current and future programs, increased their number of planned gifts exponentially – all while building donor trust and having a good time!
April 9, 2019. Be among the stars! Nashville is where the stars want to be! Not just in country music, but also philanthropy! Registration is open to join our top stars in major gifts and planned giving this fall. It is sure to be an unforgettable time!
April 3, 2019. Estate planning is not just about what happens upon death. It also involves lifetime planning – what happens while you’re living. The National Healthcare Decisions Day movement exists to highlight the importance of this preparation, called advance care planning.
March 19, 2019. Eddie talks about building long-term relationships with donors and the importance of having thoughtful preparation for these meetings, whether it be a friend, long-time board member or potential donor.
February 27, 2019. Eddie applies best-selling author Jim Collins findings from his book Good to Great to the nonprofit fundraising world.
Save the Date!
2019 Annual Conference. We’ve pushed back our annual conference dates for 2019 so that those that cannot usually make our conference can join us! Save the date for Monday, September 30-Tuesday, October 1, 2019. Stay tuned for more details.
December 14, 2018. Why would someone add a child to a financial account? What are the problems with adding someone as an owner of a financial account? What are better options to accomplish the same thing?
November 26, 2018. How will the recent mid-term elections impact your organization and supporters?
August 6, 2018. Our annual conference July 30-31 in Nashville, Tennessee was a wonderful success! We enjoyed having nonprofit professionals join us from all over the country for a day and a half of sharing and encouraging, reinvigorating us for an awesome year ahead!
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