Contact the Foundation to discuss others who have gone through the planning process and are willing to talk to you about it.
Nothing! Your first meeting with Thompson & Associates will be an informal get-to-know-you meeting. Our Thompson & Associates Representative will give you a detailed explanation of the planning process and then give you the option to proceed or not. You will have several documents to complete and return in preparation for your second visit.
We know that our supporters want to help us fulfill our mission. We also know that if our supporters have not named the Foundation in their estate plan, there is no chance we will benefit from our supporters' estates after they are gone. Not everyone will want to leave the Foundation in their estate plan, but [...]
What you receive from the planning process depends largely on what you need. You may need a knowledgeable person to brainstorm ideas, get confirmation you are heading in the right direction, or need a complete plan. Whatever your situation, you will walk away from the planning process knowing exactly what you have, what you want to [...]
The typical planning process lasts six to nine months. Our Thompson & Associates' Representative will be onsite at the Foundation once every month to meet with you and guide you through the process. Much of the planning time is spent exploring your options to help perfect your plan.
Yes. Thompson & Associates will lead you through a planning process, but your professional advisors are very important in making sure your plan is best for you. While the attorneys typically do not sit through the meetings with you, they will be advised and asked to contribute to the plan (if you consent, of course). Most [...]
No. The planning process begins with you stating your planning objectives. Thompson & Associates then leads you through a process of showing you ways to accomplish those objectives. You will decide how much to leave your heirs.
No. Your meetings and conversations with Thompson & Associates and the results of the planning process are strictly confidential. Thompson & Associates will only share your information at your request.
Absolutely. We know that you probably support several organizations. We hope the planning process with Thompson & Associates will help you formulate a plan to give to all the organizations you care about.
No! The Foundation is offering the planning services of Thompson & Associates without any obligation on your part. We obviously hope that if you choose to leave a portion of your estate to charitable organizations, you will remember the Foundation, but you are not required to make a gift to benefit from the services. In fact, [...]