The Richard L. Heinrich Planned Giving Meeting & Luncheon

When:  Oct 16, 2019 from 11:30 AM to 1:30 PM (PT)
Associated with  AFP CA, San Diego Chapter

Wednesday, October 16, 2019

11:30 a.m. - 12:00 p.m. - Registration & Lunch

12:00 - 1:30 p.m. - Program & Q/A

The San Diego Foundation

2508 Historic Decatur Rd. #200

San Diego, CA 92106

Free on-site parking available

 

Crystal Thompkins, National Director, Gift Planning Services with BNY Mellon Wealth Management, is a nationally-recognized presenter on planned giving. Crystal will present on trends affecting planned giving, including explaining the technical aspects related to shifts in philanthropy, and how your organization can anticipate and prepare as donors change their gift and financial planning strategies. 

Trends in Philanthropy

Philanthropy today is constantly evolving with both donors and non-profits challenging the status quo. This session will provide an overview of current philanthropic trends including:

- Changing population demographics & the impact on gift planning

- Tax & income planning strategies

- New models of blended giving

 

Meet the Presenter:

Crystal Thompkins, CAP®, CSPGCM  

National Director, Gift Planning Services, BNY Mellon Wealth Management

Crystal is the 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 earned a Bachelor's degree from Winston-Salem State University and has earned both the Chartered Advisor in Philanthropy® and Certified Specialist in Planned Giving designations. She is a member of the Winston-Salem Women's Fund, and a board member of the American Council on Gift Annuities and the Winston-Salem State University Foundation.

 

Members - Early Bird $55 // Regular $65

Non-Members - Early Bird $65 // Regular $75

Early Bird Pricing Ends 10/9/2019

Location

The San Diego Foundation
2508 Historic Decatur Rd.
San Diego, CA 92106

Contact

Katie Gomez
7605180776
katiegomez@afpsd.org