About This Episode

BNY Mellon Wealth Management released its inaugural Charitable Giving Study a couple of weeks ago. It was a survey of 200 people with at least $5 million in AUM. It painted a vivid picture of high-net-worth investors’ behaviors, attitudes and experiences towards charitable giving. Some of the key findings included that only 56% had a charitable giving strategy, and that the top motivators for giving were personal satisfaction and connections. Here to discuss the findings of that study is Crystal Thompkins.

About Our Guest

Crystal Thompkins is head of philanthropic solutions for BNY Mellon Wealth Management. In this role, she leads and coordinates strategy for all of Wealth Management’s philanthropic services, including individual and family philanthropy, institutional endowments and foundations, planned giving and donor-advised fund services.

Crystal joined the firm more than 15 years ago in 2006 as a manager for the Planned Giving group in Greensboro, NC. She has more than 20 years of experience working with non-profits, having started in tax preparation and later moving to client relationship management. She has a depth of knowledge in all aspects of gift planning and donor stewardship from her work with large, complex programs across all sectors and provides insights on trends and best practices in support of non-profit clients across the firm.

Crystal has been a frequent speaker at regional and national conferences and events and has published several articles and whitepapers. She is active in the nonprofit community and serves on several boards, including the Foundation Board of her alma mater, Winston-Salem State University.

Show Notes

Here are links to the survey data Crystal referenced: BNY Mellon Wealth Management Charitable Giving Study and BNY Mellon Wealth Management Global Family Office Study.

Give Premium a try with promo code PODCAST2022. New Premium members will receive $10 off their first monthly or annual payment. Activate AP Premium today through our Membership portal.