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    • Home
    • About Us
    • Planned Giving
    • Services
    • AZ State Tax Credit
    • Blog
    • Speaking
    • Contact Us

  • Home
  • About Us
  • Planned Giving
  • Services
  • AZ State Tax Credit
  • Blog
  • Speaking
  • Contact Us
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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 

Thompson & Assoc. Services

Schedule a Meeting

Zoom Call

Other Services

Planned Giving and Legacy Planning

Planned Giving and Legacy Planning

Planned Giving and Legacy Planning

Planned giving, smart gifts, tax advantaged gifts, Legacy planning, creating a legacy, estate plan

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

Tax Advantaged Business Sale, tax efficient business sales, Business transition, selling my business

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 

Other Services Pricing

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Gift Planning Institute - 480-242-9956