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Thompson & Associates

Thompson & Associates

By: Thompson & Associates
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About this listen

Thompson & Associates partners with nonprofits to provide estate planning services to their supporters. This channel is designed to share nuggets of wisdom on various topics for both nonprofit organizations and their supporters, such as planned giving and estate planning tools; fundraising for annual, major and planned gifts, etc. Be sure to check back often for new content! Please visit us on the web at www.ceplan.com.Copyright 2025 Thompson & Associates Economics Management Management & Leadership
Episodes
  • Episode 104: Conversations with Industry Icons - Episode 30 with Susan Doliner
    Feb 13 2024

    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; and more!

    Sue's insights are inspiring for all in the fundraising world; from the new gift officer to seasoned leaders. Take a listen! 

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    12 mins
  • Episode 103: Conversations with Industry Icons - Episode 29 with Grant Whitney
    Nov 10 2023

    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 he learned from mentors and what ingredients led to his success, and more! He also shares a donor story from Harvard that continues to remind and inspire for excellency in all we do.

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    19 mins
  • Episode 102: Conversations with Industry Icons - Episode 28 with Kelli Smith
    Mar 3 2022

    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 insightful podcast!  Kelli also shares how she overcame the imposter syndrome. 

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    14 mins
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