TUESDAY, JULY 26, 2016
11:30am – 1:00pm, Paul J. Ciener Botantical Garden, Kernerville, NC
PRESENTED BY: Crystal Thompkins, BNY Mellon, Director of Relationship Management in Planned Giving
Join Crystal Thompkins, BNY Mellon’s Director of Relationship Management in Planned Giving, as she shares from her extensive experience administering and supporting planned giving programs. Crystal will review the current philanthropic environment and how it influences clients. She will also cover the trends in the field so AFP members and guests will leave with a better understanding of both the cause and solutions in order to better meet the needs of donors. Although she works with several large planned giving institutions, Crystal will provide key best practices that every philanthropic shop can incorporate.
Crystal is a director of relationship management for the BNY Mellon Wealth Management Planned Giving group working directly with large, complex clients on all aspects of their planned giving programs. She has more than 15 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 Chartered Advisor in Philanthropy®. She serves on the board of the American Council on Gift Annuities and the Winston-Salem State University Foundation.