Charitable Estate Planning

Description

We move planned giving programs from passive marketing to active gift creation. Our process for turning donors who give out of habit into strategic donors is unmatched by any other. We supply all support materials your organization will need, but more importantly; we offer professional training at all levels within your nonprofit organization. Some of the benefits we provide are: - We train your staff in how to communicate with others about charitable estate planning - Instruction on how to recognize donors and how to set appointments with a Thompson & Associate professional - Training for your board of directors to identify key donors - We are on site each month to guide the process and meet with donors - We provide articles for your publications - We will lead seminars in estate planning for your donors and prospective donors - Our estate planning attorneys will provide a recommended estate plan for each donor - We allow your donors to use their own attorneys and financial professionals to draft all estate planning documents - In addition to helping build your endowment program through Charitable Estate Planning, we also help increase annual revenue through a proven Annual Giving and Moves Management Program Our history shows that such a schedule will produce a significant increase in planned gifts. We do not draft documents, sell products or manage funds. We normally increase the business activity of the local professional community and are more than happy to provide...

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