Values-Based Estate Planning

As a representative of Thompson & AssociatesSM, Joe helps nonprofits strengthen their relationships with their supporters through a personalized estate planning process.  We give individuals and families an opportunity to clarify their values and reduce uncertainty, freeing them to make a lasting difference for their families, their communities, and the world.

Through this independent, confidential values-based process, everyone benefits.  It’s a powerful model, and has yielded many millions of dollars of established estate gift commitments for clients and other community nonprofits.  Contact Joe to learn how he can help your organization and supporters through values-based estate planning.  For more details about Thompson & AssociatesSM services generally, visit