Thompson & Assoc.
@ceplanusa
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We partner with nonprofits to provide estate planning services to their supporters.
Nashville, Tennessee
Joined December 2009
"Donors can now confidently structure their gifts, knowing the specific tax ramifications. And for nonprofits, our role is to keep the focus where it belongs: making an impact." Read More Here in Eddie's blog on the One Big Beautiful Bill Act:
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"Donors don’t give to emails, campaigns, or buildings. They give to people they trust, for causes they believe in." Read more in Eddie's blog "Donors in the Digital Age":
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“May this simple blog challenge you to do your best and enjoy the feeling that comes along with the effort. I hope it has been helpful to you.” Grateful for mentors whose lessons endure. Read more from Eddie's blog here:
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Explaining what we do has always been harder than doing it. Since 1996, traditional terms like “estate planning services” haven’t captured our real impact. We finally found a framework that does—and Eddie shares the story behind it in his latest blog.
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Relationships take time, trust, and consistent investment, and the nonprofits that thrive are the ones willing to make that investment. Read more about Eddie's insight on Donor Relationships:
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He increased his income, offset his taxes with a charitable deduction, supported a mission he cared about, and secured a more comfortable future for himself. The nonprofit received a significant future gift. Everyone won. - Eddie Thompson https://t.co/oIamM9Zjjs
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Why does it have to be just discretionary income gifts or gifts of net worth? Why can’t we do both? As I delved deeper into my research, I found that donors were already ahead of us in this thinking. See more of Eddie Thompson's insights here:
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We’re not just here to raise money. We’re here to help people help others. - Eddie Thompson Read more about What We Do at Thompson & Associates, and Why It Works:
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A mystery is about to unfold at AHP International 2025 in Aurora, CO. Start your investigation here: https://t.co/ndFo6TYdP2 Thompson & Associates Beth Interactive Giving Docs Presentation Design Group Borns Group Hillary Lyons Associates #AHPInternational #MurderMystery
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In this month’s blog "Donors in the Digital Age", Eddie Thompson shares why technology should enhance, but not replace genuine connection. Read more:
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There is satisfaction in concluding that your efforts were your best, not that others will see the difference. Only we fully know the difference when we give our best. Sometimes the most important accountability is the kind we hold with ourselves. https://t.co/qCxKzEvXcL
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When it comes to the keys to success, it doesn’t matter what it is: cultivating a marriage, fundraising, raising a child; a systematic approach and high accountability unlocks the possibility for greatness. https://t.co/W3w9GizZh1
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While change can prevent companies from becoming obsolete and irrelevant, the shift to a new way of operating often comes at a price. - Eddie Thompson How has your organization balanced the benefits and challenges of change? Find out more:
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"You cannot control what a donor gives, when they give, nor how much they give, but you can control the quality of the relationship you build." - Eddie Thompson Read more in this in this month's blog post "Donor Relationships: The Heart of Fundraising". https://t.co/W3w9GizZh1
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A heartfelt testimonial from one of Vince McElligott's planning clients at @MonadnockHosp—engraved on a plaque and gifted in gratitude by their stellar foundation team Laura Gingras, LeeAnn Moore, and Katharyn Ernst.
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"Flying by the seat of your pants" isn't a strategy. Tracking the right KPIs ensures your nonprofit stays on course. https://t.co/BlGyVvU3MQ
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Fundraising isn’t just about dollars–it’s about donors. Our mission is to harness the power of blended giving, helping organizations embrace long-term, donor-led strategies that strengthen their futures and the legacies of your supporters. https://t.co/hWxheCdsyO
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A nonprofit dashboard is like a cockpit—some indicators need constant monitoring, while others can wait. Are you fixating on the wrong gauges? https://t.co/BlGyVvU3MQ
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More data ≠ better decisions. Too much information can cause nonprofits to lose focus on what truly matters. https://t.co/BlGyVvU3MQ
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Our team travels across the country every day to support our nonprofit clients and their communities. But it’s rare for us to actually cross paths! Yesterday, EVPs Doug Olson from Omaha & Vince McElligott from Houston unexpectedly ran into each other at the STL airport.
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