Thompson & Associates Email Format
Philanthropic Fundraising ServicesTennessee, United States51-200 Employees
Thompson & Associates operates in the philanthropic fundraising services sector, providing estate planning services to supporters of nonprofit organizations. Based in Brentwood, Tennessee, the firm has more than thirty years of experience helping individuals and families arrange for the transfer of estate assets to relatives and to the organizations they support in a way that aligns with their values and objectives. Its approach blends the insights of local professionals with the firm's own specialists to produce estate plans that meet clients' goals. The company maintains a website at ceplan.com. In April 2024, Barton Health Foundation announced a partnership with Thompson & Associates to help supporters craft personal estate plans. This collaboration illustrates the firm's role in working with nonprofit partners to offer values-based planning services.