Session Description:
Join us for our inaugural Evening Series event hosted at BNY Mellon. Presenter Crystal Tompkins, National Director of Gift Planning Services at BNY Mellon will present on how to align disparate donor dreams with investment realities, often using various charitable gift vehicles to help achieve positive outcomes. Following the presentation you’ll be invited to stay for networking and a “build your own cocktail” activity. You won’t want to miss this light and lively evening. Space is limited – register early!
Crystal Thompkins, CAP®, CSPGCM
National Director of Gift Planning Services
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 Boston, Massachusetts and Greensboro, North Carolina. 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 Chartered Advisor in Philanthropy® and a Certified Specialist in Planned Giving. She is a member of the National Association of Charitable Gift Planners and serves on the boards of the American Council on Gift Annuities (ACGA) and the Winston-Salem State University Foundation.