Planned Giving Services Offered Through:
Thompson and Associates
Through our personalized estate planning approach, we help nonprofits strengthen their relationships with supporters. We give individuals and families an opportunity to clarify their values and reduce uncertainty, freeing them to make a lasting impact on their family, community and the world
Other Services
Planned Giving and Legacy Planning
Planned Giving and Legacy Planning
Planned Giving and Legacy Planning
Planned Giving creates benefits for donors that includes tax efficient asset gifting strategies and legacy gifts while enhancing stewardship. Planned Giving services include:
- Donor gift strategy meetings
- Gift case design inclusive of donor's advisors
- Nonprofit planned giving program design and implementation
- Enhancement of existing nonprofit planned giving programs
- Website Content (excluding SEO or graphic design)
- Planned giving collateral material
- Outsourced Planned Giving Officer
- Planned Giving Best Practices
- Education and Engagement
Business Sale Consulting
Planned Giving and Legacy Planning
Planned Giving and Legacy Planning
Business owners work so hard to create their dream and are often surprised by the tax consequence of the sale. There are many tax advantaged strategies for selling a business including:
- Donor Advised Funds
- Charitable Remainder Trusts
- Charitable Lead Trusts
- Deferred Sales Trusts
- Charitable Stock Bailout
- Opportunity Zone Investments
- C-Corp 1045 Rollover
- C-Corp 1202 Exclusion