11:30 AM - 1:00 PM
Top 3 Giving Trends and Why They Should Matter to Advisors & Gift Planners
The unprecedented events of 2020 are fueling a growing sense of urgency among philanthropic families to make a meaningful impact on the organizations and casuses they care about. Understanding supporters' charitable giving goals, as well as the strategies available to achieve those goals, can help fundraisers and advisors build lasting relationships.
This program has been approved for 1.5 CFRE credits.
Speaker: Crystal Thompkins, National Director, Gift Planning Services, BNY Mellon
Speaker Bio: Crystal is National Director of Gift Planning Services for the BNY Mellon Wealth Management Planned Giving group. In this role, she is responsible for managing the client relationship teams in Greensboro, North Carolina and Boston, Massachusetts. She also works directly with large, complex clients on all aspects of their planned giving programs and coordinates resources throughout BNY Mellon to provide support and expertise.
Crystal joined the firm in 2006, when Mellon acquired U.S. Trust’s planned giving business. She has more than 18 years of experience in the planned giving business, including charitable trust tax preparation and tax process management.
Crystal received a bachelor’s degree in accounting from Winston-Salem State University and is a Certified Specialist in Planned Giving and a Chartered Advisor in Philanthropy.® She is a member of the Partnership for Philanthropic Planning and Serves on the boards of the American Council on Gift Annuities (ACGA) and the Winston-Salem State University Foundation.