The Charitable Estate Planning Institute is led by nationally recognized speakers, together bringing more than 120 years of their day-to-day work responsibilities in the field of charitable gift and estate planning. Gain the benefit of their practical experiences and apply them to your own real-life situations.
Bill Gustoff, J.D., FCEP
Johni Hays, J.D., FCEP
Jeremy Pharr, J.D., FCEP
Charles Slamar, J.D., LL.M.
L. Paul Hood, Jr., J.D., LL.M.
Eddie Thompson, Ed.D.
Bill Gustoff, J.D., FCEP
Bill's career began in 1995 and, in addition to his years in private practice, included serving nearly four years as General Counsel of a national nonprofit organization dedicated to estate planning, planned giving, and assisting other nonprofit organizations with planned giving and tax issues. Bill most recently worked for the BrownWinick law firm in Des Moines, Iowa, where he oversaw their nonprofits and planned giving practice group.
Bill has worked primarily in the areas of trusts and estates, business planning and transactions, nonprofit organizations, and real estate. He has assisted businesses and individuals from around the country with their transactional, real estate, and estate planning matters. Bill has worked on transactions and estates ranging from the very modest and simple to the very large and complex to help clients minimize or eliminate taxes and administration expenses, meet their philanthropic goals, and plan for the passing of business and personal assets to future generations.
Bill received his B.A. from the University of Iowa and his J.D. degree, with distinction, from the
University of Iowa through its two-year accelerated degree program. He is licensed in the states of Illinois, Iowa, and Nebraska. Bill has been a frequent speaker at locations around the country for both professional and nonprofessional groups on estate planning and nonprofit organization topics, and he has written several articles and brochures on such topics.
In addition to being a member of the Illinois, Iowa, and Nebraska State Bar Associations, Bill is also the Membership Chairman of the Mid-Iowa Planned Giving Council and a member of the National Association of Charitable Gift Planners (formerly the Partnership for Philanthropic Planning), International Association of Advisors in Philanthropy, Mid-Iowa Estate and Financial Planners, and the Christian Legal Society. Bill currently serves on the Nonprofit Corporation Committee of the Business Law Section for the Iowa State Bar Association, and his past bar association activities have also included involvement with sections on Wills, Trust and Probate Law and on Taxation Law, the Committee on Services to the Elderly, and committees for Professionalism and for Public Relations of the Legal Profession.
Each year Bill attends several hours of advanced and comprehensive continuing legal education courses focused on estate planning, nonprofit organizations, and planned giving. He lives with his wife and three children in the Des Moines area and is active in local political and civic activities, including current and past service on the boards of directors and in other leadership capacities with various nonprofit organizations, local business leagues, and his local church.
Johni Hays, J.D., FCEP
Johni Hays is the author of the book "Essentials of Annuities" and co-author of the book "The Tools and Techniques of Charitable Planning." Johni serves on the Editorial Advisory Board for the books Tax Facts on Investments and Tax Facts on Insurance and Employee Benefits. She serves as a charitable planning author of Steve Leimberg’s electronic newsletter service, LISI, found at www.leimbergservices.com. Johni has been quoted in the Wall Street Journal and has published articles in Estate Planning Magazine, Planned Giving Today, Fundraising Success, Life Insurance Selling and the National Underwriter.
Johni frequently lectures on a national basis to groups on estate and charitable planning, probate, living wills, annuities, life insurance, retirement planning and IRAs, as well as income, estate and gift taxation. Johni has been engaged in the practice of law with an emphasis in charitable and estate planning since 1993.
Prior to joining Thompson & Associates, Johni served as the Senior Gift Planning Consultant for The Stelter Company and prior to that as the Executive Director of the Greater Des Moines Community Foundation Planned Giving Institute. In addition, Johni practiced estate planning with Myers Krause and Stevens, Chartered law firm in Naples Florida, where she specialized in estate planning. She also worked with the insurance industry helping agents with estate and charitable plans for their clients.
Johni graduated cum laude with a Juris Doctor degree from Drake University in Des Moines, Iowa, in 1993. She also holds a Bachelor of Science degree in Business Administration from Drake University and graduated magna cum laude in 1988. She is a Fellow in Charitable Estate Planning (FCEP) from the Institute of Charitable Estate Planning.
Johni is a member of the National Association of Charitable Gift Planners (formerly Partnership for Philanthropic Planning) and a charter member of NACGPs Leadership Institute. She is also a member of the Mid-Iowa Planned Giving Council and the Mid-Iowa Estate and Financial Planners Council (president 2007-2008). Johni has been a member of both the Iowa Bar and the Florida Bar since 1993.
Jeremy Pharr, J.D., FCEP
Jeremy earned a Doctorate of Juris Prudence from Vanderbilt University Law School. He earned his undergraduate degree from Harding University in Searcy, Arkansas, where he graduated magna cum laude with a B.S. in Political Science.
Each year, Jeremy plans and assists with hundreds of estates across the country. In addition, he has served on nonprofit boards and committees, assisting them with endowment building and planned giving. He also serves as an adjunct professor in the M.B.A. program at David Lipscomb University.
Jeremy and his four children make their home in Nashville, Tennessee. They are active in their church and local community.
Charles Slamar, J.D.,LL.M., FCEP
Charlie is an attorney whose private practice includes advising individuals on tax, estate, and charitable planning; charitable organizations on governance, gift planning, and litigation; and corporate fiduciaries on tax exemption.
Prior professional experience includes eighteen years at Bank of America, where he was a Philanthropic Regional Executive working with individuals and charitable organizations to maximize their resources to strengthen their communities; and nine years as Director of Estate Planning Services for Children’s Memorial Medical Center, where he designed and implemented their planned giving program.
A founding member of the Chicago Council on Planned Giving and two-time past President, Charlie was awarded its Russell V. Kohr Memorial Award for Excellence in Planned Giving in 2011. He served on the Board of the National Association of Charitable Gift Planners (formerly the Partnership for Philanthropic Planning) and has spoken at four of
of its annual conferences.
Charlie received his B.A. from the University of Illinois (Champaign-Urbana) and is currently a member of the Board of Visitors for its Department of Political Science; J.D. from Loyola Law School (Chicago); and LL. M. (Taxation) from John Marshall Law School (Chicago).
In addition to his other philanthropic activities, Charlie is currently Secretary and Director of The Chicago High School for the Arts, the city’s only public school offering college-preparatory and pre-professional arts training. This high school has its genesis in a foundation Charlie administered.
L. Paul Hood, Jr., J.D., LL.M., CFRE
A native of Louisiana (and a double LSU Tiger), after obtaining his law degrees in 1986 and 1988, Paul settled down to practice tax and estate planning law in the New Orleans area until he entered the nonprofit world in 2012.
Paul has spent over 30 years specializing in taxes and estate planning. He has taught at the University of New Orleans, Northeastern University, The University of Toledo College of Law and Ohio Northern University Pettit College of Law.
He finds great joy in teaching others its importance and the impact they are able to make. At Thompson & Associates, Paul is able to combine his technical background and love for the details most cringe to think about and marry it with his teaching heart to guide individuals and families through a thoughtful process in ensuring their values are evident in their estate plan.
The proud father of two Eagle Scouts and LSU Tigers, Paul has authored or co-authored seven books and over 500 professional articles on estate and tax planning and business valuation. Paul now calls Toledo, Ohio home.
Eddie Thompson, Ed.D., FCEP
Dr. Eddie Thompson has planned thousands of estates, which has generated well over two billion dollars to charity during his thirty plus years working with nonprofits.
In 1983 Eddie obtained his Doctor of Education in Higher Education Administration from Vanderbilt University. His doctoral dissertation was on successful fundraising methods. His academic achievements include two MA degrees and a BA and Associate of Fine Arts.
Eddie speaks to organizations from coast to coast on successful fundraising techniques, nonprofit management and charitable estate planning. He was recognized by the National Society of Fund Raising Executives as a Certified Fund Raising Executive from 1986 to 1996. Eddie began his career at David Lipscomb University where he served as Vice President of Institutional Advancement, Assistant to the President, and Director of Planned Giving. His
career advanced to The EAR Foundation, an international nonprofit, where he served as Chief
Executive Officer. Dr. Thompson has garnered many honors during his distinguished career.
Eddie founded Thompson & Associates in 1996 to pioneer his donor-focused approach to nonprofit organizations. By partnering with nonprofits as an outside, confidential charitable estate planning consultant to the organization’s donors, Thompson & Associates is able to help donors achieve their planning objectives while creating phenomenal results for nonprofit organizations.
He was selected by Freed Hardeman University as its 2000 Outstanding Alumnus of the Year. In 1992 he was selected as a Kellogg Foundation Board Trainer assigned to Special Olympics International; International Directory of Distinguished Leadership 1988; Who's Who in American Education 1992; Personalities of America, 6th edition; and 2000 Notable American Men, 2nd edition.
He has served as a board member for the Institute of Board Certification, The Barnabas Foundation, African Christian School, and The Ronald McDonald House Charities of Nashville. He is also a member of the Middle Tennessee affiliate of the Partnership for Philanthropic Planning.
A native of Florida, Eddie and Sheryl have made Nashville their home. Eddie and his family are involved in many community organizations and their church. He is a very active pilot with both Land and Seaplane ratings.