Thompson & Associates works through nonprofit organizations to provide planned giving expertise and to lead select supporters through a personalized and comprehensive charitable estate planning process. The process typically concludes with a plan executed by the individuals' own professional advisors.

Please click on an area below for a more detailed description of how we work with:

     1. Individuals ("Educate");

     2. Nonprofit Organizations ("Motivate"); and

     3. Professional Advisors ("Navigate").