Mike Jackson is a Colorado native—he grew up in Littleton and attended CSU, earning a BS in Health Science there and an MA in Organizational Management from the University of Phoenix. He was on track for health club management when he took a wellness job with a tech company and worked closely with the YMCA, one of their clients. This led to his first nonprofit foray, as Executive Director of the Duncan Family YMCA. His health and wellness background served him well in this role, but without direct fundraising experience, he relied on a mentor from another YMCA who had retired to the area to help him navigate his first six months. Fortunately, the Y has a very well-honed development program (they literally “wrote the ...
2015 CPGR Volunteer of the year - Being named the 2015 CPGR Volunteer of the Year is an honor that Leslie feels very humble and grateful to receive, especially knowing the recognition comes from colleagues in the gift planning field she so admires and respects.
Leslie Karotkin remembers her first-ever job as being “mainly entertaining,” wrapping Christmas gifts at a department store when she was 16. Like many jobs to follow, she seized the opportunity to get her foot in the door, in this case, for non-seasonal work in the lingerie department, which she admits was “not exactly every sixteen year old girl’s dream job to fit bras for older women.” Who knew that an early job in “foundations” would lead to a career in Foundations?
Laura Hansen Dean is a recent Colorado transplant (by way of the University of Texas at Austin) who is already making the most of her time in the Rockies. Hired last August as the Assistant Vice President of Gift Planning and Leadership Giving for the University of Colorado system, she has absolutely hit the ground running.
Her first priority was to rebuild her team through both hiring and strategic thinking around how to involve her staff with the university community around enabling colleagues to feel empowered and comfortable with having conversations around gift planning. They had to rethink their marketing, website, and more.
She clearly picked the right team—her new staff are already having conversations and closing gifts, an excited and energetic team that’s bringing in big ...
“Call me Dale,” he says by way of introduction, after I’ve slaughtered the pronunciation of his last name…and then he laughs graciously, his smile radiating over the phone line.
Detroit native Dale Zschoche started his education at Michigan Technological University as a Forestry major. Fortunately for the world of planned giving, he soon realized that it was too solitary for his liking and with limited job prospects, perhaps he would do better studying business. He initially got involved in the nonprofit world during his college years, with a club that partnered with a local charity. Not long after graduating, that same charity pulled him away from his corporate job, he started working in development, and never looked back. As he tells it, working for a small ...
Once there was an era when “the quiet man” was an ideal. A place it resonated was among those who found meaning and purpose in making a better life for others without the drumbeat and distraction of social mania. It has been said that Abraham Lincoln was such a man. CPGR has our own quiet men - one of whom is Scott Lumpkin. Scott Lumpkin concluded a 32-year advancement career at the University of Denver in June 2015, capped by serving five years as Vice Chancellor of University Advancement. Before being appointed vice chancellor in 2011, he led DU’s gift planning program for more than twenty-five years.
The last book Scott read is The Litigators by John Grisham. It is a legal suspense novel about a ...
Meet Russ Shaw, Philanthropic Specialist at Wells Fargo Philanthropic Services & Dave Reed, Executive Director at Western Colorado Congress. Both are a part of CPGR's Mentor Program.
Dave found the CPGR mentoring program almost by accident, and applied just in time to be accepted to the current class, where he was matched to Russ as his mentor. Read more →
Join us for the 28th Annual Summer Symposium held on August 24th and 25th at Inverness Hotel in Englewood.
New track offering! We have added a new track with three relevant sessions that are geared for the Small Shop Professional.
New track descriptors! Living in Colorado, we are fortunate to live in the shadows of many world-class ski resorts. To commemorate Colorado’s outstanding recreational play land, we have livened up our Summer Symposium tracks and speaker sessions with a ski motif! Read more →
Thanks to the generosity of First Western Trust, again in 2016, 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 →