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ACGA Webinar - State Regulations: Putting Together the Puzzle
Tuesday, May 04, 2021, 1:00 PM - 2:00 PM EDT
Category: Webinar

Charitable Gift Annuities (CGAs) are often described as the easiest life-income gift for donors to understand and complete. But there are myriad rules and regulations that charities must follow in order to be allowed to issue CGAs. From the initial registration with state authorities to ongoing annual certifications and reports, it is important for charities to understand these requirements and develop internal processes to successfully meet them.

Please join American Council on Gift Annuities (ACGA) Board Members Crystal Thompkins, National Director of Gift Planning Services at BNY Mellon Wealth Management, and Nev Major, Director of Gift Administration for The Nature Conservancy, as they discuss ways to help your charity through the state regulation process from the perspectives of both the charity and a CGA administrator. In addition, learn about the resources offered by the ACGA and how they can help!

ACGA Members: $50 / ACGA Non-members: $75
(includes access to the webinar recording)
Register Now

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About the Speakers

Nev Major
Director, Gift Administration
The Nature Conservancy 

Nev Major has worked at The Nature Conservancy for over 20 years in a variety of roles, including Membership, Development, Campaign and Planned Giving.  As Director of Gift Planning Administration he oversees The Nature Conservancy’s planned gift asset management, donor advised fund program, estate distributions, gift of securities and other complex assets.  A native Virginian, he enjoys camping and hiking around the Shenandoah Valley and currently lives in Warrenton, Virginia with his wife and two children.

Crystal Thompkins, CAP®, CSPG
National Director, Gift Planning Services
BNY Mellon

Crystal is the national director, gift planning services for the BNY Mellon Wealth Management Planned Giving group. In this role, she is responsible for managing the Greensboro, North Carolina client relationship team. 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 16 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® . She is a member of the Partnership for Philanthropic Planning 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.