National Director & Gift Planning Services Vice President, 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 serving on the Finance Committee, and a board member of the American Council on Gift Annuities and the Winston-Salem State University Foundation.