Partnership Opportunities The Barton Health Foundation partnership demonstrates appetite among health-focused foundations to engage supporters in estate planning. Thompson & Associates' values-based, longstanding model is well positioned to partner with additional foundations—hospitals, universities, arts organizations, religious groups and community foundations—to provide donor estate planning services. Target foundation networks with joint education seminars and co-branded outreach to drive referrals.

Healthcare Focus Healthcare sector foundations present a promising expansion vertical as aging populations and philanthropy trends increase demand for legacy planning. Tailor messaging to healthcare donors, share relevant case studies, and explore joint events or donor education campaigns with health systems to generate qualified leads.

Donor Education Position donor education as an entry point by offering seminars and webinars on legacy giving and estate planning. Nonprofits can use these programs to deepen donor relationships, improve retention, and create inbound inquiries that can be nurtured into paid engagements with Thompson & Associates.

Geographic Growth Leverage current national reach to expand into new regions via regional partnerships or remote consulting. Identify high-philanthropy states and establish targeted outreach to nearby foundations, donor networks, and professional associations to accelerate regional adoption.

Differentiated Value Highlight the values-based approach, long-standing experience, and a blended team model as a competitive differentiator in proposals. Use this positioning to win RFPs with foundations and explore co-marketing or integration opportunities with philanthropic software providers and donor-advised fund networks.