Colorado Planned Giving Roundtable -

Featured Members

Dave Reed & Russ Shaw

CPGR members Russ Shaw and Dave Reed are at opposite ends of the planned giving experiential curve, but the two have recently forged a relationship through the CPGR mentoring program. Both are long-time Colorado residents, having each moved here to take advantage of the great outdoors. They share not only an interest in the outdoors and an appreciation for planned giving, but a major mid-life career change. A tax consultant with a Big Four accounting firm, Russ had been tapped to start up a new office in Denver and was on the partner track. But something wasn’t doing it for him. On his bike that day in 1998, he found himself contemplating the alternatives. A clue to what came next is that he’d served as volunteer chair ...

Mike Jackson

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 ...

Leslie Karotkin

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? These ...

Dale Zschoche - Director of Gift Planning, The USAFA Endowment

“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 ...

Scott R. Lumpkin - Principal at Scott R. Lumpkin & Associates LLC

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 ...

Katy Herbert Kotlarczyk – Director of Gift Planning & Leadership Giving at University of Colorado

Katy Herbert Kotlarczyk hides her Wonder Woman tiara and star-spangled cape under a business jacket and heels every day. She has gotten a lot of use out of her invisible jet, growing up in Arizona but moving to California for college, then DC, before landing in Colorado six years ago when her husband, Mike, landed a clerkship with a judge in Denver. (He’s now a corporate litigator for Davis Graham.) The working mom of three kids (age five and under!) says she wouldn’t have it any other way. Lucky for both CPGR and the University of Colorado that she so effortlessly manages her multiple roles. Read more →
28th Annual Summer Symposium – 2016

The 28th Annual Summer Symposium was held August 24th and 25th at Inverness Hotel in Englewood to a large crowd of over 250 professionals from throughout Colorado, Wyoming, New Mexico, and even Tennessee, Pennsylvania, Missouri and Canada! CPGR was especially pleased to welcome 95 first-time attendees to the Symposium! Read more →
CPGR Guest Promotion Program

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 →

Featured Members

Dave Reed & Russ Shaw

Mike Jackson

Leslie Karotkin

Dale Zschoche - Director of Gift Planning, The USAFA Endowment

Scott R. Lumpkin - Principal at Scott R. Lumpkin & Associates LLC

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