Johni joined Thompson & Associates in 2012. She is a Senior Vice President and with more than 25 years of experience as a practicing attorney in charitable and estate planning, Johni is a recognized expert on the subject of charitable gift planning. Johni is the author of the book, Essentials of Annuities and co-author of the book, The Tools and Techniques of Charitable Planning. She serves on the Gift Planning Council for The Smithsonian Institution in Washington, DC, and as a founding charitable planning author of Steve Leimberg’s electronic newsletter service, LISI. Johni has been quoted in the Wall Street Journal and has published charitable planning articles in Estate Planning Magazine, Planned Giving Today, Fundraising Success, Life Insurance Selling, and the National Underwriter magazines.

 

Johni and a group of Thompson & Associates colleagues formed the Charitable Estate Planning Institute in 2012, a 501(c)(3) public charity offering top-level education on charitable estate planning for development staff, gift planning officers, and professional advisors. Johni is a member of the faculty and past President. She is also a Fellow in Charitable Estate Planning (FCEP) awarded by the Institute.

 

Johni is in demand as a national lecturer 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.

 

Johni graduated cum laude with a Juris Doctor degree from Drake University Law School in Des Moines, Iowa, in 1993. She also holds a B.S.B.A. from Drake University and graduated magna cum laude in 1988.

 

Johni is a charter member of the National Association of Charitable Gift Planner’s Leadership Institute. She served on the national board of the National Association of Charitable Gift Planners. Johni has been a member of both the Iowa Bar and the Florida Bar since 1993. She resides in Johnston, Iowa, with her husband, Dave Schlindwein.