by Eddie Thompson | Jan 19, 2016 | Charitable Estate Planning
Several years ago I posted an article based on thousands of conversations with donors about planned gifts as a part of their overall estate plan. From Helping Donors Answer Their Most Perplexing Questions: “Anyone who has ever toyed with the idea of making a planned...
by Eddie Thompson | Oct 17, 2014 | Charitable Estate Planning, Development Management
There’s an irrefutable law of nonprofit leadership: Consistent growth and long-term sustainability are largely dependent on an organization’s ability to monitor and maintain a healthy balance between 1) solicitation of gifts from discretionary income and 2)...
by Eddie Thompson | Sep 21, 2014 | Charitable Estate Planning
Recently, the CEO of a hospital commented quite matter-of-factly, “At this point in my career, I’m not concerned about future gifts. I’ve got four more years before I retire, so I’m only worried about raising cash.” Raising cash is a good thing...
by Eddie Thompson | Nov 25, 2013 | Charitable Estate Planning, Donor Communications
Charles Schultz and I go back a long way. I remember my first training event with Charles, Artie, and Carol in a very small room in Camarillo, CA. Many years have passed, but I remember being impressed with Charles and his vision for planned giving software. He had...
by Eddie Thompson | Jul 14, 2011 | Donor Communications
It has been many years since my first tenure as the Director of Planned Giving. The goal then (as it generally is today) was to go out, promote the organization, present planned gifting possibilities, and secure the gift. Since we assumed that long-time donors already...