Values Based Estate Planning

featuring Eddie Thompson, Ed.D., FCEPFounder and CEO, Thompson & Associates

A Continuing Education Seminar for Professional Advisors

Tuesday, May 16, 2017
Registration 7:45-8:30 a.m. • Presentation 8:30-10:30 a.m.
Racquet Club of Memphis • Walnut Room • 5111 Sanderlin Avenue

$40 for members of the Planned Giving Council of Greater Memphis; $60 for non-members
Registration will increase by $20 after May 12. Space is limited. Please register now.

Sponsored by

Planned Giving Council of Greater Memphis

and

CFGM Logo FINAL Coated

Continuing Legal/Professional Education

Sponsors will apply for 2.00 hours CLE (TN, AR, & MS); 2.00 hours CPE: Tax; 2:00 hours CFP; 2.00 hours CTFA; CEU; and Tennessee Department of Commerce and Insurance continuing education credits.

Session Description

In this seminar you will learn how you can help clients include charities in their estate plans while providing for their heirs and - in most cases - leave a greater amount to both than they could if they left their estate only to their heirs.

R. Edward Thompson, Ed.D., FCEP

Dr. Eddie Thompson founded Thompson & Associates. As CEO he provides leadership and direction to over 35 seasoned charitable estate planners with Thompson & Associates. Dr. Thompson has planned thousands of estates, which has generated well over two billion dollars to charity during his thirty plus years working with nonprofits.

In 1983 Eddie obtained his Doctor of Education in Higher Education Administration from Vanderbilt University. His doctoral dissertation was on successful fund raising methods. His academic achievements include two MA degrees and a BA and Associate of Fine Arts.

Eddie speaks to organizations from coast to coast on successful fundraising techniques, nonprofit management and charitable estate planning. He was recognized by the National Society of Fund Raising Executives as a Certified Fund Raising Executive from 1986 to 1996.

Eddie began his career at David Lipscomb University where he served as Vice President of Institutional Advancement, Assistant to the President, and Director of Planned Giving. His career advanced to The EAR Foundation, an international nonprofit, where he served as Chief Executive Officer. Dr. Thompson has garnered many honors during his distinguished career.

He was selected by Freed Hardeman University as its 2000 Outstanding Alumnus of the Year. In 1992 he was selected as a Kellogg Foundation Board Trainer assigned to Special Olympics International; International Directory of Distinguished Leadership 1988; Who's Who in American Education 1992; Personalities of America, 6th edition; and 2000 Notable American Men, 2nd edition.

In March 2013, Eddie was appointed to Partnership for Philanthropic Planning's Leadership Institute.

He has served as a member of the Board of Directors of four nonprofits: Institute of Board Certification, The Barnabas Foundation, African Christian School, and The Ronald McDonald House Charities of Nashville. He is also a member of the Middle Tennessee chapter of Partnership for Philanthropic Planning.

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 Sheryl have made Nashville their home. Eddie and his family are involved in many community organizations and their church. He is a very active pilot with both Land and Seaplane rating. 

Seminar Agenda and Learning Objectives

In this seminar you will:  Learn about three types of gifts, three types of donors, two types of wealth accumulators, three questions that must be answered for, and by, clients who are strategic donors!  1. Do I have enough to live on the rest of my life?  2. How much should I leave my heirs?  3. Would I rather my executor or trustee write a check from my estate to the IRS, or to my favorite charities?  You will learn four estate planning techniques that will benefit both charities and heirs.

Delivery method: Group-live; Program level:  Basic; Prerequisites:  None required; Advance Preparation:  No advance preparation required; Who should attend? Attorneys; CPAs; financial planners and advisors; trust officers; and nonprofit fundraising and development officers and staff.

Registration fee refunds will be provided if you notify the Community Foundation by Friday, May 12.  In lieu of a refund, we will be happy to provide copies of the course materials.  For more information regarding administrative polices such as complaint or refund, please contact our offices at (901) 722-0027.

The Community Foundation of Greater Memphis is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

For more information or to check availability, email(fhorrell [at] cfgm [dot] org) Director of Professional Advisor Development Frank Horrell, CPA, CFP® or call him at (901) 722-0027.