Uncertainty Creates Inaction

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. 

Fast Facts

  • 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!

EVERYONE BENEFITS FROM OUR PROCESS
WOULD YOU RATHER

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.

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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.

Let's Talk
The craziest thing that can happen is nothing.

 

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Address

112 Westwood Place Suite 250
Brentwood, TN 37027

Phone

615.369.1416

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