The Thompson & Associates independent, confidential planning process clarifies values and reduces uncertainty, freeing individuals to make a lasting impact on their family, community and the world.
How are we different?
Hear from our clients and team
on what sets us apart.
We partner with nonprofit organizations to provide their supporters with complimentary estate planning services
Our planning process is confidential; we will only share information at the request of the individual(s)
We rely on individuals’ and the community’s local professional advisors to draft final documents
We do not sell or offer to sell any products or services
We do not manage money or provide legal or accounting services
Our only compensation is a flat annual fee for our services paid by our nonprofit clients
We do not solicit funds directly or indirectly
Our associates never receive commission from any gifts that may be given
We are on site at the nonprofit once per month meeting with individuals and families
We partner with nonprofits across the United States
We partner with nonprofits of all sizes, ranging from small development shops with one employee to large, sophisticated development teams
We partner with numerous industries: healthcare, private and public schools, universities and colleges, continuing care retirement communities, fine arts, social services, religious organizations and more!
Give to the IRS
or to your favorite
organizations and causes?
PLANNING THAT REFLECTS VALUES
WHAT’S THE CATCH?
Nonprofits offer our planning process to their supporters with absolutely no obligations. In fact, unless the individual shares their intentions, the nonprofit will not know any details of the plan. We are not fundraisers, and we will NEVER ask nor pressure anyone to make a gift. We work closely with the individual to determine their driving values, merge them with their planning objectives and create a plan that accomplishes both.
Often, individuals choose to redirect tax dollars to charity. The sponsoring nonprofit may receive a gift as a result, but the individual ultimately chooses who will benefit from the plan. Typically, plans that include charity benefit more than one organization.
HOW WE ARE DIFFERENT
DONOR-FOCUSED & VALUES-DRIVEN
We address life values and uncertainties first. We give them an opportunity to work closely with an independent consultant to resolve important life questions and help them make a lasting impact.
INTEGRAL MEMBER OF THE PLANNING TEAM
The Thompson & Associates process enhances, enriches and builds upon the work of your community’s legal and tax professionals. We work as part of the planning team to complement the services other advisors provide.
INCREASED SIGNIFICANCE & RESULTS
Our planning process provides clarity, peace of mind and a sense of significance. Individuals receive comprehensive estate plan recommendations that tell their story, reflect their values and fulfill their financial desires.