Growth Potential Thompson & Associates operates within the philanthropic fundraising services industry with a revenue range of one million to ten million dollars, indicating significant growth potential for tailored fundraising and estate planning solutions targeted at nonprofits and charitable foundations.

Tech Adoption The company utilizes a modern tech stack including Facebook Pixel, Cloudflare Bot Management, and PHP, suggesting openness to digital engagement strategies, which can be leveraged to enhance online fundraising and donor engagement platforms.

Partnership Opportunities Recent collaboration with Barton Health Foundation highlights opportunities to develop strategic partnerships with healthcare organizations interested in estate planning services, expanding into specialized nonprofit sectors.

Market Expansion With over thirty years of experience and a niche focus on estate planning for donors, Thompson & Associates is well-positioned to target other large nonprofit organizations seeking trusted, customizable estate planning solutions to grow their supporter base.

Key Differentiator Their unique process combines local expertise with a nationally recognized service model, providing a competitive edge in delivering personalized estate planning support, which can be promoted to differentiate from competitors like PlannedGiving.com and Virtuous.