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The mission of Charitable Gift Planners of Tampa Bay (formally the Partnership for Philanthropic Planning of Tampa Bay) is to foster awareness and to provide an effective forum for education, communication, networking and collaboration for our gift planning community.

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High Propensity Donors - October CGP Tampa Bay

  • October 06, 2022
  • 11:30 AM - 1:00 PM
  • Zoom AND In-Person

Registration


Registration is closed

High Propensity Donors

Presented by:

EDDIE THOMPSON, Ed.D., FCEP
Thompson & Associates

This presentation will describe the characteristics of individuals who are most likely to give your organization a major gift of assets. Organizations who work with high propensity donors raise more dollars for their mission than those who chase wealth. Finding someone who is rich does not mean they will give to your organization. High propensity donors love giving and are looking to give more to support missions that align with their values. Finding high propensity donors is like finding a big pot of gold! Are you looking for the right donors?

Session Summary 

This session will reveal the 13 characteristics of high propensity donors.

Expected Learning Outcomes

We anticipate that by participating in this session:

  • Participants will better understand the characteristics of high propensity donors
  • Participants will better understand the best methods and techniques, which HP donors find attractive.
  • Participants will better understand the reason why a few organizations secure gifts from HP donors

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THURSDAY, OCTOBER 6, 2022

11:30 a.m. Networking

Noon Program and Lunch

Advance reservations are required

VIRTUAL

CGP Tampa Bay Members - $10.00

Guests - $15.00

Please register to be sent the link/code to join the Session.

IN-PERSON and LUNCH

CGP Tampa Bay Members - $20.00

Guests - $30.00

Meeting will be held: Community Foundation Tampa Bay - 110 Central Avenue, St. Petersburg FL 33701

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ANNUAL SPONSORS:

Community Foundation of Tampa Bay

Goodwill Industries - Suncoast, Inc.

Johns Hopkins All Children’s Hospital Foundation

Johnson, Pope, Bokor, Ruppel & Burns, LLP

Pentera

TOP Jewish Foundation

USF Foundation, Office of Gift Planning

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SPEAKER BIO

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.

Charitable Gift Planners of Tampa Bay

PO Box 2092
St. Petersburg, FL 33731

admin@ppptampabay.org

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