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"The best gift-planning professionals do not focus primarily on the donation, the organizational needs, or even the organizational story. They are primarily tuned into the needs, desires, and values of the donors." - Eddie Thompson ceplan.com/estate-plannin…

The compounding factor of maintaining a 1% donor retention rate increase makes an enormous difference even before considering possible bequests & planned gifts from a 1st time donor who becomes a long-term donor to the organization. - Eddie Thompson ceplan.com/gearing-up

Eddie Thompson shares 3 examples of famous individuals who died intestate and the struggles their families experienced because of it. Causing heartache for loved ones while well-earned dollars are wasted or not applied according to an individual's wishes. ceplan.com/dying-intestate

EVP Michael Geis was honored this week at the St. Louis Children's Hospital and Saint Louis Zoo as he retires his service! Michael has been a cornerstone of excellence and dedication during his time at both organizations. Wishing Michael all the best in this new chapter of life!

"Being genuinely donor-centric was probably the most important gift-planning lesson I’ve ever learned." - Eddie Thompson ceplan.com/estate-plannin…   #ceplan #philanthropy #nonprofits #charity #charitablegiving

Visionary leadership is crucial to navigating the balance between old school and new school philanthropy. This holistic approach combines the strengths of both philosophies to prioritize forward-thinking in fund development. - Eddie Thompson ceplan.com/old-school-phi…

"In over 40 years assisting in the oversight of countless estate gifts, I have seen abundant instances suggesting that the right story is what enables gift planners to overcome decision-making paralysis." - Eddie Thompson ceplan.com/estate-plannin…   #ceplan #philanthropy

Founder & CEO Eddie Thompson speaks at our hometown Planned Giving Council of Mid TN on Wed, Mar 5, answering donors' most perplexing questions. EVP Johni Hays also joins with an update on the RIFT Project, expediting estate distributions to charity. plannedgivingmidtn.org/event/eddie-th…

"I couldn't work for a nonprofit anymore if I could not make the donors’ objectives, values, and priorities my primary focus." - Eddie Thompson ceplan.com/estate-plannin…   #ceplan #philanthropy #nonprofits #charity #charitablegiving #plannedgiving #giftplanning #majorgiving

Are your nonprofit’s performance metrics leading you to greater success or greater distraction? Using the principles of benchmarking and dashboarding, organizations can focus on what matters and ensure a streamlined trajectory toward efficiency. ceplan.com/monitoring-suc…

Next Thursday, EVP Vince McElligott presents "Planned Giving for the Rest of Us" for the Charitable Gift Planners of Houston's March program. Don't miss it! Learn more and register at cgph.org/meetinginfo.ph…

"For the most part, I was merely a spectator, but for a person like me dedicated to meeting donor needs through charitable estate planning, watching that couple explain the plan to their children was about as good as it gets." - Eddie Thompson ceplan.com/estate-plannin…

This month, Eddie Thompson talks about change. Change is inevitable, but is it always beneficial? While some see change as progress, others experience it as upheaval. How do we navigate transformation without losing our way? ceplan.com/who-moved-my-c…

"Benchmarking" began with cobblers measuring feet—now it's a key tool for nonprofits tracking performance.  ceplan.com/monitoring-suc…

Our team travels across the country every day to support our nonprofit clients and their communities. But it’s rare for us to actually cross paths! Yesterday, EVPs Doug Olson from Omaha & Vince McElligott from Houston unexpectedly ran into each other at the STL airport.

More data ≠ better decisions. Too much information can cause nonprofits to lose focus on what truly matters.  ceplan.com/monitoring-suc…

A nonprofit dashboard is like a cockpit—some indicators need constant monitoring, while others can wait. Are you fixating on the wrong gauges? ceplan.com/monitoring-suc…

Fundraising isn’t just about dollars–it’s about donors. Our mission is to harness the power of blended giving, helping organizations embrace long-term, donor-led strategies that strengthen their futures and the legacies of your supporters. ceplan.com/beyond-either-…

"Flying by the seat of your pants" isn't a strategy. Tracking the right KPIs ensures your nonprofit stays on course. ceplan.com/monitoring-suc…

A heartfelt testimonial from one of Vince McElligott's planning clients at Monadnock Hospital—engraved on a plaque and gifted in gratitude by their stellar foundation team Laura Gingras, LeeAnn Moore, and Katharyn Ernst.