Colorado Planned Giving Roundtable - Giving Advice

Gloria Jara – Director of Development at ACE Scholarships
As a mentor program director for the YMCA she had the opportunity to bring a group of at-risk youth to the ocean for their first time. Though it was only 20 minutes away from their neighborhood, the educational field trip would create a positive memory for the youth and leave a lasting impression with Gloria. The expressions on their faces created a catalyzing mission moment which empowers her to stay committed to impacti ...
Patricia L. Peacock, CPA, CFP® – Vice President & Financial Planner at The Private Client Reserve of U.S. Bank
Patricia Peacock was born in North Carolina, raised in the Midwest, and has called Colorado home for the past 39 years. Her everyday is filled with the responsibilities of wealth management for her clients at US Bank. However, she looks forward to her “grandma” days every couple of months with each of her grandkids – ages 7 and 5. She began her working life with the IRS as one of the responders to their 800 number. This w ...
Bill Albrecht, Pathways Non-Profit Solutions
William A. “Bill” Albrecht received the Volunteer of the Year award at the recent Colorado Planned Giving Roundtable Symposium for his tireless efforts to further the mission of CPGR. Bill has been involved as a CPGR volunteer since he joined in 1996 first as a Symposium volunteer then chairing several committees including Leave a Legacy, Marketing and Membership and the Resource Center and serving two terms ...
Marianne Blackwell JD – Ex Director of Estate and Gift Planning at University of the Pacific
The most difficult thing is the decision to act the rest is merely tenacity. The fears are paper tigers. You can do anything you decide to do. You can act to change and control your life; And the procedure the process is its own reward. – Amelia Earhart Pro-bono legal work in Colorado Springs brought Marianne to the mission-focused work of the non-profit world. As Director of Gift Planning at Colorado State Uni ...
Gina Taranto CFRE – Director of Development at The Space Foundation
When you are one of the first fellows in the newly minted Fellowship Program at El Pomar Foundation your future shines with a potential that is yours to realize. CPGR’s own Gina Taranto is one who has taken each opportunity in her 20 year career in nonprofits and made the most of it. It all began at her alma mater Colorado College when she began volunteering with local Colorado Springs non-profits. Since those early ...
Lisa Zavoda, Major Gifts Officer at The Gathering Place in Denver
Lisa Zavoda is the Major Gifts Officer at The Gathering Place in Denver. The organization is a daytime drop-in center for homeless women children and transgendered persons that provides an array of social services including meals clothing and programs for self-sufficiency serving an average 275 clients every day. Lisa came to fundraising after a circuitous route through the corporate sector spending nine years in corporat ...
Jonathan Fung, Principal Financial Advisor at Bernstein Global Wealth Management
Jonathan Fung, Principal Financial Advisor, Bernstein Global Wealth Management Jonathan joined CPGR shortly after becoming a new Financial Advisor with Bernstein Global Wealth Management in early 2006 and is one of those board members every nonprofit dreams of having: gets involved from Day One willingly takes on leadership roles and pitches in whenever a request is made. He has already entered his fifth year on the board ...
Gordon P. Smith & Kelly Gurule
Last year the CPGR Mentorship program linked Gordon P. Smith Assistant Vice President Campaign Principal and Planned Gifts at National Jewish Health with Kelly Gurule Director at the San Luis Valley Regional Medical Center Foundation. Our mentorship program focuses on sharing experience and expertise and making sure that those who are committed to their cause do not feel alone in their worthwhile endeavors. Kelly found he ...

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Letter from the 2014 CPGR President – Dan Rich

Dan has been a part of CPGR since the 90's and it is his objective to support the mission of CPGR and to strengthen the organization for the long term. Read more →
CPGR Guest Promotion Program

Thanks to the generosity of First Western Trust, again in 2014, 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 →

Marketing 101
- Wednesday, June 18, 2014
- Michael’s aim in this presentation is to present cost effective (read free or near free) PG marketing ideas that will give your non-profit visibility and opportunity to talk to your donor family about the importance of leaving the gift from their heart-a legacy gift to strengthen your mission.
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Gift Planning Ethics: Right Here and Right Now
- Thursday, June 26, 2014
- In this presentation, we’ll look at the ethical code as adopted 23 years ago by the Partnership for Philanthropic Planning and the American Council on Gift Annuities. Make sure to download the survey from the event page!
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Planned Giving in One Hour per Week
- Wednesday, October 8, 2014
- This presentation will demystify planned giving, and will show that planned giving doesn’t have to be complicated or time consuming.
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