Sara Montgomery, Plante Moran & Leslie Karotkin, Karotkin Consulting LLC
From the Greatest Generation to Gen Z, we'll explore how the characteristics of each generation influence the ways they approach finance and philanthropy.
Generational Perspectives and Behaviors in Philanthropy
The Mission of the Colorado Planned Giving Roundtable is to inspire our community to increase the quantity and the quality of charitable planned gifts to nonprofit organizations.
We accomplish this through:
Members of CPGR adhere to the National Association of Charitable Gift Planner’s code of ethics, as outlined in the Model Standards of Practice of the Charitable Gift Planner.
Proud Member Of
