Beste Thompson Associates podcasts (2024)

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Episode 104: Conversations with Industry Icons - Episode 30 with Susan Doliner 11:55

2M ago11:55

11:55

You don't want to miss this inspiring episode of Conversations with Industry Leaders featuring Susan Doliner from Maine Medical Center. In this 12-minute podcast, Sue shares: The priceless key to making a tremendous impact; Where the spirit of philanthropy shows up; The most important ingredient in philanthropy; How to overcome imposter syndrome; a…

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Episode 103: Conversations with Industry Icons - Episode 29 with Grant Whitney 19:29

5M ago19:29

19:29

There's no better way to kick off the relaunch than with experienced charitable gift planner, Grant Whitney. Previously with Harvard for 21 years, Grant is celebrating his first anniversary at Mass General Hospital. In this 19-minute podcast, Grant shares what inspired his work in philanthropy; what he's learned to appreciate about the work; what h…

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Episode 102: Conversations with Industry Icons - Episode 28 with Kelli Smith 13:56

2y ago13:56

13:56

There's no better way to kick off March, Women's History Month, than to feature the National Association of Charitable Gift Planner's new Chair, Kelli Smith! In this 14-minute podcast, Kelli jam-packs three critical lessons she's learned and how she’s achieved them: Be fearless; Have solid relationships; and, Be fully present. Don't miss this insig…

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Episode 101: Yours, Mine & Ours: Estate Planning for People in Blended or Stepfamilies with Paul Hood 9:09

2y ago9:09

9:09

We're humbled and grateful to have some of the country's leading specialists in the area of estate planning on our team. We want to highlight a wonderful new resource becoming available on February 1! Vice President Paul Hood releases his second book in his trilogy Planning Your Future series. Yours, Mine & Ours: Estate Planning for People in Blend…

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Episode 100: Conversations with Industry Icons - Episode 27 with Rebecca Locke 8:40

2+ y ago8:40

8:40

Eddie is joined by this month's industry icon, Rebecca Locke, Executive Director, Gift Planning for the American Red Cross, a role she's held for 22 years. In this 8.5 minute podcast, Rebecca shares: What she's learned from donors; How to serve both your donors and the mission you're trying to fund; What pressure to take off yourself when fundraisi…

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Episode 99: Conversations with Industry Icons - Episode 26 with Cindy Atmar 9:32

2+ y ago9:32

9:32

Eddie sits down with Cindy Atmar, Executive Director of Trusts, Estate and Gift Planning, at The University of Texas MD Anderson Cancer Center, the largest cancer center in the United States. In this 9-minute podcast, Cindy shares: A perfect reminder as we approach year-end on what to keep at the forefront of your donor giving goals; What she wishe…

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Episode 98: Conversations with Industry Icons - Episode 25 with Art Ochoa 8:54

2+ y ago8:54

8:54

Join us as Eddie sits down with Art Ochoa, Senior Vice President, Advancement, Chief Advancement Officer, at Cedars-Sinai. In this 9-minute podcast, Art shares: What aspect(s) of your job description to focus on to be successful and receive promotions; A caution, and encouragement, for individuals who are ambitious and creative; What trap not to fa…

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Episode 97: Conversations with Industry Icons - Episode 24 with Laurie Kelley 7:15

2+ y ago7:15

7:15

We're delighted to talk with Laurie Kelley this week from Providence, a large health care provider across seven western states. In this 7-minute podcast, Laurie shares: Where she finds the bigger dollars, and ultimately donors who want to stay with the organization through the years; Where to give yourself grace; How to open the giving doors among …

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Episode 96: Conversations with Industry Icons - Episode 23 with Randy Varju 11:40

2+ y ago11:40

11:40

Eddie talks with Randy Varju from Advocate Aurora Health, the 10th largest health system in the nation. Randy jam-packs a multitude of invaluable wisdom in this 12-minute podcast, such as: The true purpose behind philanthropy, beyond metrics and dollars raised; The danger, and lesson learned, in focusing too much on metrics; Not to underestimate th…

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Episode 95: Conversations with Industry Icons - Episode 22 with Susan Dolbert 9:43

3y ago9:43

9:43

Join us as Eddie sits down with Susan Dolbert, Senior Vice President with City of Hope. In this 9-minute podcast, Susan shares insightful wisdom she's experienced in her fundraising career, such as knowing when to say no to a gift; keeping the relationship healthy and positive between a benefactor and the organization; and, learning to trust your g…

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Episode 94: Conversations with Industry Icons - Episode 21 with Fred Najjar 15:05

3y ago15:05

15:05

This week, we have the pleasure of talking with health care philanthropy thought leader, Fred Najjar, from CommonSpirit Health. In this 15-minute podcast, Fred shares a multitude of lessons he's learned in his career: • How to treat others, especially as a leader; • What to look for in hiring new talent for his team; • How important it is to be a p…

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Episode 93: Conversations with Industry Icons - Episode 20 with Jodi Davis 8:59

3y ago8:59

8:59

This week, our Founder and CEO Eddie Thompson spends time with Jodi Davis, Chief Philanthropy Officer with California healthcare provider Sutter Health. In this 9-minute podcast, Jodi shares: - The approach she utilizes to learn everyday, making life more enjoyable and people and situations more interesting; - The three best questions to ask your d…

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Episode 92: Zen and the Art of Fundraising with Alex Brovey 7:21

3y ago7:21

7:21

You likely recognize this popular book trilogy by none other than Alex Brovey titled Zen and the Art of Fundraising. But, when was the last time you read it and have you read all three in the series? Eddie Thompson, our Founder and CEO, sits down with Alex to discuss what compelled Alex to write the first book, which quickly grew into a trilogy, an…

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Episode 91: Conversations with Industry Icons - Episode 19 with Joe Chickey 10:34

3y ago10:34

10:34

Our Founder and CEO Eddie Thompson sits down with Joe Chickey, from the Sharpe Group. Joe shares what he learned when a donor made an eight-figure gift to another charity; what's critically important to the success of a planned giving program; how to calculate the percentage of planned giving dollars your organization ought to be raising; and, why …

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Episode 90: Conversations with Industry Icons - Episode 18 with Mark Larkin 11:11

3y ago11:11

11:11

Join us as we talk with Mark Larkin, President of Boca Raton Regional Hospital's Foundation. Mark has spent 35 years in philanthropy, with the last 20 in health care. In this 11-minute podcast, Mark shares: -How you can get much greater levels of giving (for the same amount of time spent); -The three components he looks for to replenish his major g…

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Episode 89: Conversations with Industry Icons - Episode 17 with Alexandra Brovey 6:37

3y ago6:37

6:37

For our next industry leader, you likely have one of her books on your shelf. Join Eddie as he sits down with industry veteran, Alexandra Brovey, to hear what she has learned during her 21 years in gift planning. In this 7-minute podcast, Alex shares: What has really made a difference in her career that especially resonates during the pandemic—some…

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Episode 88: Conversations with Industry Icons - Episode 16 with Nathan Stelter 9:47

3+ y ago9:47

9:47

Join Eddie as he talks with 20-year planned giving marketing veteran Nathan Stelter, President of The Stelter Company. In this 10-minute podcast, Nathan shares his firm belief in this personal quality for achieving success; the most important component when bringing on a new team member; a critical juncture where hard, but important, business decis…

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Episode 87: Storytelling: The Secret Sauce of Fundraising Success 5:07

3+ y ago5:07

5:07

Take a listen to this short 5-minute podcast with Lynn Ierardi, J.D., author of Storytelling: The Secret Sauce of Fundraising Success, to hear what inspired her to write this quick, but impactful, read. Nonprofits have amazing stories to share — stories of perseverance, fortitude, and generosity. Stories give nonprofits a way to stand out in a worl…

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Episode 86: Conversations with Industry Icons - Episode 15 with Larry Katzenstein 14:12

3+ y ago14:12

14:12

Join Eddie as he talks with a nationally-known authority on estate planning and planned giving, Larry Katzenstein. Larry divides his practice between representation of wealthy individuals in estate planning matters and serving as outside counsel to planned giving programs at nonprofits nationwide.

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Episode 85: The Perfect Resource for Board Members 10:11

3+ y ago10:11

10:11

Just in time for the holidays, we sit down with Wayne Olson to hear about his new book, Fundraising for Nonprofit Board Members: Wholesome goodness for you and your nonprofit. Wayne wrote this book to be an easy and quick read, designed specifically for the busy executive. It shows what each board member needs to know about fundraising, and dispels…

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Conversations with Industry Icons - Episode 14 with Lynn Ierardi 10:29

3+ y ago10:29

10:29

Eddie talks with 30-year industry veteran Lynn Ierardi, Director of Gift Planning at University of Pennsylvania and consultant with Gift Planning Advisor. In this 11-minute podcast, Lynn shares: -Two virtues she's learned that serve her well in the gift planning world; -How Penn has persevered through challenging times in the past and present; -Her…

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Selling Philanthropy to Nonprofit Leadership 12:50

3+ y ago12:50

12:50

Now more than ever, many organizations (and their decision makers) are focused on getting cash in the door now, but nonprofits who focus their fundraising efforts on non-cash assets raise six times more than those who focus on cash gifts from discretionary income. In this short podcast, hear Dr. Russell James share with Eddie Thompson different way…

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Conversations with Industry Icons - Episode 13 with Alice Ayres 12:56

3+ y ago12:56

12:56

We sit down with Alice Ayres, President and CEO of the Association for Healthcare Philanthropy (AHP), as they prepare to kick off their Annual International Conference this week (October 21-22), the largest gathering of health care development professionals. In this 13-minute podcast, Alice shares: • Two keys to success; • The differentiating facto…

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NACGP Podcast with Michael Kenyon 8:01

3+ y ago8:01

8:01

Thompson & Associates Founder and CEO Eddie Thompson sits down with President and CEO of the National Association of Charitable Gift Planners (NACGP) to talk about the association's great work and resources available to the industry. Recorded after NACGP's national conference in October 2019.

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Conversations with Industry Icons - Episode 12 with Charles Schultz 10:33

3+ y ago10:33

10:33

With Crescendo's Practical Planned Giving Conference kicking off digitally this week, we took a moment to sit down and talk with Crescendo Interactive's President and CEO Charles Schultz. Charles has greatly impacted the nonprofit industry with the development of Crescendo Interactive launched in 1984. Additionally, Charles is a big contributor to …

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Conversations with Industry Icons - Episode 11 with Shannon Duval 12:50

3+ y ago12:50

12:50

Don't miss Shannon Duval in this excellent podcast, where she shares powerful suggestions to consider no matter what point you find yourself in your career to achieve all the success you seek.

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Primary Donor Motivations 6:39

4y ago6:39

6:39

There are scores of ways individuals can give to an organization. But, we can’t confuse method of giving with motivation for giving. In this podcast, Founder and CEO Eddie Thompson shares 3 primary reasons why individuals are motivated to give. You’ll learn the key to unlocking the powerful impact that can be found between the how and why an indivi…

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Conversations with Industry Icons - Episode 10 with Sid Mallory 14:10

4y ago14:10

14:10

In this series’ tenth installment, hear industry veteran Sid Mallory candidly tell his own stories of mishap on his way to becoming a highly knowledgeable and successful fundraiser. Listen as the AHP Fellow and former recipient of AHP’s Si Seymour Award explains the lessons he’s learned during his prestigious career. Sid’s simple reminders will hel…

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Conversations with Industry Icons - Episode 09 with Bill Littlejohn 0:25

4y ago0:25

0:25

Our Founder and CEO Eddie Thompson talks with one of the nation's leading health care philanthropy professionals with more than three decades of experience, Bill Littlejohn from Sharp Healthcare. Bill has led and directed philanthropic programs that have generated nearly a billion dollars. In this podcast, Bill shares his philosophy and drive for p…

1
Steps for Nonprofits to Weather a Market Downturn 8:15

4y ago8:15

8:15

Founder and CEO Eddie Thompson discusses 5 steps for nonprofits to weather a market recession with their donor base.

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Conversations with Industry Icons - Episode 08 with Jerry Linzy 11:04

4y ago11:04

11:04

Listen in as our Founder and CEO Eddie Thompson talks with industry legend Jerry Linzy from Jerold Panas, Linzy & Partners, Inc. Jerry shares: • The 3 simple roles of a nonprofit's board • The key question for new board members • How philanthropy today differs from the 1980s • An industry-wide challenge facing philanthropy…

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Fundraisers as Matchmakers 9:38

4y ago9:38

9:38

Being a fundraiser is a lot like being a professional matchmaker. You introduce eligible people to your organization, point out its best qualities, and hope they fall in love with your organization. But, how do you get people to fall in love so much that they leave your organization an estate gift? In this podcast, Founder and CEO Eddie Thompson sh…

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Conversations with Industry Icons - Episode 07 with David Flood 14:18

4y ago14:18

14:18

Listen in with our Founder and CEO Eddie Thompson's conversation with industry thought leader, David Flood, Senior VP and CDO for Intermountain Healthcare. Don't miss this powerful episode where David shares humble lessons he's learned in his philanthropy career, including what Eddie calls the most important lesson in fundraising!…

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The SECURE Act: How it Affects Estate Planning 25:16

4y ago25:16

25:16

Listen in as President Cayce Powell talks with our planning attorneys Bill Gustoff and Jason Meredith on how the recent passing of the SECURE Act affects estate plans and how nonprofit organizations can help ensure their supporters have the plans they desire.

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Conversations with Industry Icons - Episode 06 with Steve Orr 10:40

4y ago10:40

10:40

Listen in with our Founder and CEO Eddie Thompson's conversation with industry leader, Steve Orr, Managing Partner of the Orr Group to learn what he's learned about the nonprofit industry and how he works to improve it with his financial and business background.

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Donor Identification Pyramid 5:51

4+ y ago5:51

5:51

In this episode, Founder and CEO Eddie Thompson proposes a new pyramid corresponding to an individual’s affinity to your organization and how developing passion for your mission leads to greater financial support for your organization.

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Conversations with Industry Icons - Episode 05 with Michael Kenyon 7:48

4+ y ago7:48

7:48

Listen in on our Founder and CEO Eddie Thompson's conversation with industry leader, Michael Kenyon, President and CEO of the National Associate of Charitable Gift Planners (NACGP) as Michael shares his career lessons.

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Conversations with Industry Icons - Episode 04 with Bruce Bartoo 3:34

4+ y ago3:34

3:34

You don't want to miss this conversation! In this episode, Eddie talks with Bruce Bartoo, CFRE, senior vice president and chief philanthropy officer for MedStar Health. Bruce packs in tremendous insights he's learned over his career, where he shares: • What he strives for in his role as a philanthropic leader; • What never to do as a fundraiser; • …

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Estate Planning Flags #17: Real Estate Owned Outside State of Residence 14:00

4+ y ago14:00

14:00

In this episode, Cayce Powell and Bill Gustoff discuss: • Why owning property in another state is a potential problem when you pass away. • How people can avoid transfer issues with out-of-state property. • Tips to help determine if a donor has property in another state.

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Conversations with Industry Icons - Episode 03 with Betsy Chapin Taylor 8:15

4+ y ago8:15

8:15

In this episode, Eddie talks with one of health care philanthropy’s most provocative thought leaders, Betsy Chapin Taylor, FAHP, where she shares: -What she wishes she could change about the industry; -How to view donors and what they really wish to achieve; -What's required of us to provide to donors to really create impact, and more!…

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Conversations with Industry Icons - Episode 02 with Brian Sagrestano 13:47

4+ y ago13:47

13:47

In the second episode of the series, Eddie talks with author, public speaker and thought leader, Brian Sagrestano, JD, where he shares: • How his diagnosis of a rare form of cancer has reshaped his focus on charitable planning; • How to approach and stay close to supporters facing a serious health diagnosis; • The important lesson he learned focusi…

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Estate Planning Flags #16: Documents Prepared in Another State 13:44

4+ y ago13:44

13:44

In this episode, Cayce and Bill discuss: • How states handle estate planning documents executed in another state. • What happens if documents are prepared in another state. • What should we do to prepare ourselves to identify these issues and help our donors avoid problems?

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Conversations with Industry Icons - Introduction 11:35

4+ y ago11:35

11:35

Founder and CEO of Thompson & Associates Eddie Thompson introduces his new podcast series of conversations with industry icons, highlighting what they've learned in their careers, while sharing nuggets of wisdom in these bite-sized podcasts. Join us, you won't want to miss it! View more on the series on our website at www.ceplan.com.…

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Conversations with Industry Icons - Episode 01 with Russell James 10:51

4+ y ago10:51

10:51

Founder and CEO Eddie Thompson talks with Russell James, J.D., Ph.D., CFP. Russell shares who you should you be visiting; an important factor to consider when visiting this demographic; in all of Russell’s research, what has changed over the years and what the number one predictor of leaving a gift has been consistently; what the best gift asset is…

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Estate Planning Flags #15: Brady Bunch Family 18:27

4+ y ago18:27

18:27

In this episode, Cayce Powell and Jason Meredith discuss: • What we mean by a "Brady Bunch" family. • What happens to assets (accounts and real estate/homes) if planning doesn’t specifically consider different scenarios. • As development officers, what can we be listening for to know if our donors have this issue?…

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Winning Traditions 7:31

4+ y ago7:31

7:31

For much of our Founder and CEO Eddie Thompson’s career, he’s focused on what makes outstanding organizations outstanding. In this episode, Eddie compares the winning traditions of two sports franchises to apply to the nonprofit world. That’s right, Eddie’s comparing the New England Patriots with the Cleveland Browns (sorry, Browns’ fans!). Each te…

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Estate Planning Flags #14: Recently Married or Divorced 14:42

4+ y ago14:42

14:42

In this episode, Cayce and Jason discuss: • Problems created by lack of planning for people recently married and/or divorced. • Practical things people need to do when they get married or divorced. • As development officers, what can we be listening for to know if our donors have this issue?

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How to Hire the Right Person for Annual & Major Giving 8:00

5y ago8:00

8:00

In this 8-minute podcast, Founder and CEO Eddie Thompson shares on a topic we are all challenged by - how to hire the right person for annual and major giving. These important team members are critical to achieving your organization’s mission, and having the wrong people in these roles can be costly. It’s imperative we take our time to qualify cand…

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Estate Planning Flags #13: Married Couple Estate Under $5 Million 19:38

5y ago19:38

19:38

In this episode, Cayce Powell and Jason Meredith discuss married couple estates valued under $5 Million. They'll highlight: • Recent estate tax law changes • Reducing married couples' estate tax using a bypass trust • Why a good bypass trust a few years ago may not be good planning now

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Donor Capacity vs Donor Propensity 6:48

5y ago6:48

6:48

What’s more important – a donor’s capacity to give or propensity to give? We spend a great deal of time and energy looking at an individual’s capacity, or net worth. But, in today’s podcast, Eddie talks about the importance of not only an individual’s capacity but their propensity to give. Listen in as Eddie shares why this is so important, along w…

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