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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
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
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
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
Eddie Thompson, Ed. D. , FCEP | Thompson Associates As CEO of Thompson Associates, Eddie provides leadership and direction to around 30 seasoned charitable estate planners with an inspiring sense of generosity, integrity and passion for helping others
2025 Conference | Register Now! | Thompson Associates Join us in beautiful Music City for a day and a half to connect with the national Thompson Associates team, learn tips tricks to help in your everyday work with your donors, and re-energize just in time for year-end activities!
GO Connect: Pipeline Management | Thompson Associates It is a proprietary cloud-based application created specifically to facilitate the Thompson planning process It guides you through a roadmap of suggested activities or touch points for each participant from start to finish, providing applicable resources along the way
Jeremy Pharr, J. D. , FCEP | Thompson Associates At Thompson Associates, Jeremy excels in relating complex legal and tax issues in a way that is clear to individuals so they can make informed decisions about their estate and legacy planning goals
Thompson Associates | Values-based Estate Planning Through the Thompson Associates planning service, you will have an expert and objective third party specializing in crafting a personal estate plan that paints far more than your financial picture