Statewide
Earn Free Continuing Education Credit with our Philanthropy Forum Webinars
Earn continuing education credits and keep informed on the latest developments in charitable giving and tax law as you learn from nationally-recognized experts. Philanthropy Forums are provided via webinar and provide topics of interest to attorneys, CPAs and wealth managers.
How does our cultural background influence how we think about legacy? How does it show up in estate, financial and philanthropic planning? How do our experiences and worldviews affect how legacy is defined for successive generations? This discussion explores rituals and traditions and how they connect to the notion of legacy. We’ll dive into deep conversations using practical examples to examine how to effectively help clients integrate the past into their present and future plans.
Crystal Thompkins brings a depth of experience with over twenty years of experience in planned giving program management and organizational support and family legacy planning across the wealth spectrum. She is committed to building relationships and collaborating across the philanthropic sector to create an advisor community prepared for the future of philanthropy.
Crystal is a frequent speaker at national conferences and has published articles in several publications including Worth Magazine and ThinkAdvisor. Her community service includes the advisory council of Women of Color in Fundraising and Philanthropy; the editorial board of Planned Giving Today; the investment committee of the Winston-Salem Foundation; and the boards of the Black Philanthropy Initiative and the Community Investment Network.
Crystal is a Chartered Advisor in Philanthropy®, Certified Specialist in Planned Giving, and a Certified Impact Philanthropy Advisor.
Continuing education credits may be available pending application through the Oregon State Bar, Oregon Board of Accountancy, CFP Board and American Bankers Association.