Strong Industry Position Thompson & Associates has established a solid presence in the philanthropic estate planning sector with over thirty years of experience, positioning it as a reputable provider for nonprofit organizations seeking expert estate planning services for their supporters.

Recent Strategic Partnerships The partnership with Barton Health Foundation highlights ongoing opportunities for collaboration with health-focused nonprofits, opening avenues to expand services into new nonprofit verticals and deepen market penetration.

Technology Integration Utilizing modern tech tools such as Facebook Pixel and Cloudflare Bot Management demonstrates their commitment to digital engagement and security, indicating potential for targeted marketing campaigns and enhanced online outreach efforts.

Growth Potential With annual revenue estimated between one and ten million dollars and a mid-sized team, Thompson & Associates is positioned for scalable growth, especially by leveraging data-driven marketing strategies and expanding their client base among nonprofits seeking estate planning solutions.

Market Collaboration Opportunities Their focus on values-based estate planning aligns well with nonprofits prioritizing donor engagement and legacy giving, making them a compelling partner for organizations looking to enhance donor retention and estate gifting programs.