A Legacy Donor Just Died – Now What?!

Join Fredrick B. Weber, Sr. Vice President, Estate Settlement Services Practice Leader at Northern Trust on Thursday, March 5, 2020 to learn about when a donor’s death results in a bequest to charity, the charity may be unaware of the steps involved in the delivery of that bequest. Charities often do not know their rights with respect to information about the estate or trust.

This presentation will help planned giving professionals better understand the information to which they are entitled.

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A Legacy Donor Just Died – Now What?!

Planned Giving: The Basics

Weaving Planned Giving into Your Donor Conversations

CPGR Statewide Roundtables


Contact Us

PO Box 101208
Denver, CO 80250-1208

Tel: 303. 932. 2764

Email: cpgr@q.com


Our Mission

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:

  • Quality Education
  • Increased Awareness
  • Networking Opportunities
Model Standards

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.

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