Colorado Planned Giving Roundtable -

Letter from the 2015 CPGR President – Sara Montgomery

As the incoming President of CPGR, I’d like to thank all of you for a fantastic 2014! I’d like to start by thanking all of our members for their commitment to making CPGR the second largest planned giving council in the country. Read more →
CPGR Guest Promotion Program

Thanks to the generosity of First Western Trust, again in 2015, we are offering CPGR members the chance to win an iPad! CPGR Members - Would you help us grow the Colorado Planned Giving Roundtable, enabling us to provide better programs and services benefiting all members and improving our financial viability? All we ask is that you bring one or more guests to any and all upcoming programs (including outreach sites). In return, for every guest you bring, your name will be added to the FREE iPad drawing, generously provided by First Western Trust! Read more →

Colorado Planned Giving Roundtable (CPGR) (379 members)

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The mission of the Colorado Planned Giving Roundtable is to increase the quantity and quality of charitable planned gifts in our community. We accomplish this through: quality education increased awareness networking opportunities

Knowing a Planned Giver When You See One
- Thursday, March 5, 2015
- Planned gifts come in many shapes and sizes. So do their donors. Nevertheless, there are some telltale characteristics to look for in a planned giving prospect.
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CPGR/AFP Special Event
- Friday, April 17, 2015
- In this new seminar, Penelope Burk tackles one of the not-for-profit industry’s most frustrating and costly problems -the high turnover rate of fundraisers.
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Navigating the Unique Challenges of Planned Giving for Art Collectors
- Thursday, April 30, 2015
- Please join us for a chance to learn from some of our local experts and for a networking opportunity between advisors and fundraisers.
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Introducing Gift Planning in Conversations
- Thursday, May 7, 2015
- Beyond the occasional suggestion of including the charity in a will, most fundraisers and board members have no idea how to introduce gift planning into a conversation with a prospect. This session will address that need.
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Featured Members

Gloria Jara

Patricia L. Peacock, CPA, CFP® – Vice President & Financial Planner at The Private Client Reserve of U.S. Bank

Bill Albrecht, Pathways Non-Profit Solutions

Marianne Blackwell JD – ED of Estate and Gift Planning at University of the Pacific

Jeffrey Mielke, CFRE, CSPG – Associate Director, Estate and Organizational Giving at the USOC

Gina Taranto CFRE – Director of Development at The Space Foundation

Gordon P. Smith & Kelly Gurule

Kevin Mullin, CFRE – Executive Director of Development at Inner City Health Center

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