June 10th -The ACGA Survey on Charitable Gift Annuities: A Closer Look

Wednesday, June 10, 2020

VIRTUAL MEETING

The ACGA Survey on Charitable Gift Annuities: A Closer Look

Crystal Thompkins, CAP®, CSPG

During this session, key findings in the ACGA’s most recent survey on charitable gift annuities are discussed in detail including trends in policy, activity, investments and more.

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This program is offered FREE for CGPTB members and guests and is limited to the first 100 registrants.

Please register to be emailed the link/code to join this Zoom session.

ANNUAL SPONSORS:

• American Cancer Society

• Community Foundation of Tampa Bay

• Johns Hopkins All Children’s Hospital Foundation

• Johnson, Pope, Bokor, Ruppel & Burns, LLP

• Saint Leo University

• USF Foundation, Office of Gift Planning

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Crystal Thompkins, CAP®, CSPGCM, National Director of Gift Planning Services - Vice President

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.