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Thompson Associates | Values-based Estate Planning The Thompson Associates planning process is the most donor-centered program possible Individuals feel and are in complete control of their estate The end result is a comprehensive plan that accomplishes all of their wishes
Bob Hoffman, CSPG, CFRE, FCEP | Thompson Associates At Thompson Associates, he has helped hundreds of families discover peace and purpose in the way they will one day leave their assets to family members and charitable organizations; keeping in mind that in his role as their trusted advisor he is there to listen, educate, inform and inspire
Chad Leitch, J. D. , CFRE, FCEP | Thompson Associates He especially enjoys that his work with Thompson Associates enables him to travel and meet inspiring people Chad was born in New Hampton, Iowa and now resides in Cathedral City, California with his wife of over 45 years
Family - Thompson Associates Our partnership with Thompson Associates provides a layer of confidentiality for our supporters which allows for a more open and honest conversation throughout the process resulting in the best estate plan possible for the supporter
Events - Thompson Associates Thompson Associates’ Client Conference Join us in-person for a day and a half of education, networking and fun! Nashville, TN More Info 15 SEP Practical Planned Giving Conference Crescendo Interactive’s annual conference Orlando, FL More Info 15 OCT National Association of Charitable Gift Planners
Services - Thompson Associates The Thompson Associates independent, confidential planning process clarifies values and reduces uncertainty, freeing individuals to make a lasting impact on their family, community and the world We are super unique in the nonprofit consulting industry
About - Thompson Associates Since the humble beginning in 1996, Thompson Associates remains true to the initial mission of providing the highest quality estate planning services to nonprofit organizations and their supporters
Ron Smith, FCEP - Thompson Associates He champions Thompson Associates’ values-based approach – one that places individuals’ personal and family goals first and leads to a significant and meaningful legacy expressed through their estate plan
Johni Hays, J. D. , FCEP | Thompson Associates At Thompson Associates, she most values the role she plays in helping others figure out what they need in an estate plan and pulling together all the pieces so individuals can enjoy peace of mind