Charlie joined Thompson & Associates in 2011. He is a Vice President based in Chicago.
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 18 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, now known as Ann and Robert H. Lurie Children’s Hospital of Chicago, 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 Committee on Planned Giving (now the National Association of Charitable Gift Planners) and has spoken at four of its annual conferences.
Charlie is on the faculty of the AHP Madison Institute. He is also a faculty member and past Dean of the Charitable Estate Planning Institute, a 501(c)(3) public charity offering top-level education on charitable estate planning for development staff, gift planning officers, and professional advisors. Charlie and a group of Thompson & Associates colleagues formed the Institute in 2012. He is also a Fellow in Charitable Estate Planning (FCEP) awarded by the Institute. And he serves on the Salvation Army’s Planned Giving Advisory Committee.
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 a past 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.