Serving the Philanthropic Community Since 1927

Suggested Maximum Gift Annuity Rates, Quality Training Opportunities, and Consumer Protection Advocacy

fb li tw

 

ACGA Webinar - Vital Signs: Understanding Key Metrics for a Healthy Charitable Gift Annuity Pool

WebinarJoin us on October 30th at 1PM ET for our webinar, Vital Signs: Understanding Key Metrics for a Healthy Charitable Gift Annuity Pool with Crystal Thompkins, CAP®, CSPGCMNational Director of Gift Planning Services, Vice President, BNY Mellon Wealth Management Planned Giving group

While Charitable Gift Annuities (CGAs) are beneficial instruments for giving, there are risks associated with managing a CGA program. The over-arching risk is that the charity is on the hook for making lifetime payments to all annuitants and therefore must maintain a level of assets to support those payments, but there are other underlying risks. In order to sustain a successful CGA program, it is important to understand all of these risks and their potential impact as well as the key metrics used to analyze those risks. Understanding, analysis and diligent monitoring can help mitigate risk and promote a healthy gift annuity program.

Learning Objectives:

  1. Define the risks of a CGA pool
  2. Identify and understand the key metrics for monitoring risk
  3. Identify red flags that indicate problems within a pool by reviewing sample CGA pool data
  4. Learn tips for mitigating further risk in a problem pool

When: Tuesday, October 30, 2018, 1PM ET
Cost: ACGA Members - $50 (login for discount), Non-members $75
Register by 1PM on 10/30

Register Now

About the Speaker:

image.pngCrystal Thompkins, CAP®, CSPGCM
National Director of Gift Planning Services
Vice President
BNY Mellon Wealth Management Planned Giving group

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), the North Carolina Planned Giving Council and the Winston-Salem State University Foundation.