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UPGRT September 2020 Workshop

  • 9 Sep 2020
  • 12:00 PM - 1:00 PM
  • Zoom Video Workshop
  • 18

Registration

  • Event registration for existing UPGRT Members Only
  • Join us for lunch and an engaging presentation and networking opportunities.
  • Annual membership includes all event access, lunch, engaging presentations, networking and exclusive website access to Members-Only section which includes speaker handouts, presentations and member directory.
  • For members of the Utah Non-Profit Association at special pricing. Discount Code Required. Annual membership includes all event access, lunch, engaging presentations, networking and exclusive website access to Members-Only section which includes speaker handouts, presentations and member directory.
  • This includes access for members of the Utah Non-Profit Association at special pricing. Coupon Code Required.

Registration is closed

Soliciting Blended Gifts

Join us for a unique presentation that will focus on the types of donors who are open to making a blended gift and the value of permission solicitation.  We will cover the various types of blended gifts, as well as strategies for securing these donor-friendly donations. 

A link to to the Zoom meeting will be sent to registrants a few days before the event.

Our Speaker:

Eddie Thompson, Ed.D., FCEP

Eddie founded the unique Thompson & Associates process in 1996 (then, under TrustMark Charitable Strategies) and later incorporating as its own entity in 2005. As CEO of Thompson & Associates, Eddie provides leadership and direction to over 35 seasoned charitable estate planners with an inspiring sense of generosity, integrity and passion for helping others.

By creating a unique values-based model at Thompson & Associates, Eddie and his team have established a way for people to dedicate the necessary time to consider important life decisions and to engage in thoughtful discussion that leads to optimal results for all.

He has planned thousands of estates, which has generated billions of dollars to charity during his thirty plus years working with nonprofits. Eddie speaks to organizations from coast to coast on successful fundraising techniques, nonprofit management and charitable estate planning and has garnered many honors during his distinguished career. He credits his parents with shaping his personal and professional path; they were very poor, but very generous.

Eddie serves as the Chair of the Charitable Estate Planning Institute, a 501(c)(3) public charity offering top level education on charitable estate planning for development staff, gift planning officers and professional advisors. Eddie and a group of Thompson & Associates colleagues formed the Institute in 2012. He is also a Fellow in Charitable Estate Planning (FCEP) awarded by the Institute.

A native of Florida, Eddie and his wife, Sheryl, have been married over more than 40 years and have made Nashville their home. They have two sons, one daughter and four grandchildren. Eddie and his family are involved in many community organizations and their church. He is an instrument pilot with both land and seaplane ratings.


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