"How much should we give our heirs?" is a question that gives donors pause in making a substantial gift to charity. How we can assist donors in addressing this complex question is a critical key to our success. This session will offer concrete suggestions to help donors overcome this difficult question, which leads to more extraordinary philanthropy.
Pending approval for CFRE credit.
Our Presenter
Eddie Thompson, CEO & Founder, Thompson & Associates.
As CEO of Thompson & Associates, founded in 1996, Eddie provides leadership and direction to around 30 seasoned charitable estate planners with an inspiring sense of generosity, integrity and passion for helping others.
By creating a unique values-based model at Thompson & Associates, Eddie and his team have established a way for people to dedicate the necessary time to consider important life decisions and to engage in thoughtful discussion that leads to optimal results for all.
He has planned thousands of estates, which has generated billions of dollars to charity during his thirty plus years working with nonprofits. Eddie speaks to organizations from coast to coast on successful fundraising techniques, nonprofit management and charitable estate planning and has garnered many honors during his distinguished career. He credits his parents with shaping his personal and professional path; they were very poor, but very generous.
Eddie serves as the Chair of the Charitable Estate Planning Institute, a 501(c)(3) public charity offering top level education on charitable estate planning for development staff, gift planning officers and professional advisors. Eddie and a group of Thompson & Associates colleagues formed the Institute in 2012. He is also a Fellow in Charitable Estate Planning (FCEP) awarded by the Institute.
A native of Florida, Eddie and his wife, Sheryl, have been married more than 50 years and have made Nashville their home. They have two sons, one daughter and four grandchildren. Eddie and his family are involved in many community organizations and their church. He was an active instrument pilot with both land and seaplane ratings but has since retired from flying preferring to enjoy life on his farm with the grandkids.
Our Schedule and Program
- 9:00 a.m. Registration Begins/Member Networking
- 9:30 a.m. Program Begins
- 10:30 a.m. Beverage Break
- 11:30 a.m. Program Concludes and Buffet Lunch
- 12:45 p.m. Adjourn
Registration Fees
- There is no fee for members to attend, though they should register in advance (members should be logged-in to access the member rate).
- The nonmember fee is $150.00. Nonmembers can also join now and then register at no additional cost.
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