For Nonprofit Organizations

How We Work With Nonprofits

Your Thompson & Associates’ consultant becomes much more than simply an outsourced planned giving department.  We become part of your development office, able to utilize all of the experience, talents, and abilities of every other Thompson & Associates’ team member.

The lifeblood of our joint efforts is the relationships you have with your donors, and the success of our partnership depends on finding the “right” donors for this process.  We must spend adequate time considering who are the “right” donors for your organization and carefully plan how we will introduce planning opportunities to those donors. 

We begin by spending time with you and your organization, acclimating ourselves to your unique culture.  Each nonprofit organization provides donors with a different opportunity to fulfill their personal philanthropic desires.  Once we understand your mission, we can help identify the donors who will most likely have the desire and ability to support your organization through a charitable estate plan.  Based on the thousands of estates we have worked on across the country over the last 30 years, we know the characteristics, traits, demographics, and giving patterns of the best prospects for a planned gift.

Once we have a list of prospects, we identify which donors are the most urgent candidates for our planning services.  We formulate a schedule to introduce the planning process to these donors and ask them to sit down with the Thompson & Associates’ consultant.  To assist in this effort, we provide you with web pages to embed in your website that introduces the planning and personalizes the process.

We help your organization be the local resource for planned giving information.  As a client of Thompson & Associates, you have access to a client-only section of our website with many articles, letters, presentations, and other templates on a broad range of subjects from our experienced team.  You will become a better development officer, and your organization will be the beneficiary of many planned gifts.

Partnering with Thompson & Associates brings all of the experience and talents of our whole team into your development office.  Your donors will have access to a very valuable service which benefits the donor, their heirs, and your organization. 


To learn more about how Thompson & Associates can help your organization and maximize your potential through charitable estate planning, please contact Bethany Witt Rozell at (615) 369-1416 or bethany@ceplan.com.