CPGR Legacy Partners

CPGR Legacy Partners is made up of individuals who seek to preserve the work and mission of Colorado Planned Giving Roundtable for generations to come by including CPGR in their wills and future planning. They are committed to the following ideals: increasing awareness of charitable gift planning to strengthen nonprofit organizations and maintaining the highest level of excellence of professional development for all types of gift planning professionals in the Rocky Mountain region.

CPGR Member since 2005

“CPGR has been and continues to be instrumental to my planned giving education and beyond. I want to pay that benefit forward by providing the same opportunities for the next generation of planned giving professionals. That’s why I have included CPGR in my estate plan with a percentage of my assets.”

Russ Shaw
Vice President, Philanthropic Specialist
Wells Fargo Bank

 

CPGR Member since 2000

“My 17 year involvement with the Colorado Planned Giving Roundtable has been extremely rewarding. At its core, our organization is comprised of professionals in the planned giving community sharing their knowledge with all of our other members. Those educational programs have enhanced the well-being of the many people and organizations that are the beneficiaries of the charitable programs our members efforts advance. I have included a bequest to CPGR in my estate plan because I want to ensure that this important work will continue when I am no longer able to participate.”

Philip V. Keenan
Attorney at Law
Ambler Keenan Mitchell Johnson LLC

 

CPGR Member since 2012

“The volume of information, education and inspiration I have received as a CPGR member is priceless, sparking a creative energy and direction in my work. The opportunity to exchange ideas among non-profit professionals benefits us all, strengthening organizational performance. CPGR education programs and the Summer Symposium are assets to everyone working in non-profit Planned Giving. I have included CPGR in my estate plan because I want to help others experience the value of this organization in the future.”

Joann Wooley
Legacy Circle Program Manager – Colorado Public Radio

 

CPGR Member since 2001

“It is so wonderful to have an opportunity to give back to the Gift Planning profession through a planned gift to CPGR. This work has been the highlight of my life in Colorado and I’m proud to help sustain CPGR’s professional support and career development for future members.”

Gaye Leonard
CEO – Social Synergies & Solutions LLC

 

 

CPGR Member since 1995

“I joined CPGR in the mid 90’s as a struggling Financial Advisor. Soon after, I made the leap into the Gift Planning profession and it was one of the best decisions of my life. From the beginning, CPGR has served as a critical source of information to keep me current on the technical aspects of planned giving along with the “soft skills” needed to work with donors that often are more essential. Equally important have been the wonderful friends that I have made through CPGR. I feel blessed to have been with National Jewish Health, an incredible organization dedicated to improving health for all that suffer with respiratory, immunologic and cardiac issues, since ‘95, currently serving as the Associate Vice President for Development, Planned Giving. CPGR has been a critical partner to me in my success and for that I am eternally grateful. I believe it is the organizations that truly make a difference in our lives that deserve our support in both the short and long run. I want CPGR to be around for years to come so that it will be able to serve others in a similar fashion and for this reason I chose to establish a bequest to benefit CPGR.”

Gordon Smith
Associate Vice President of Development, Planned Gifts
National Jewish Health

 

CPGR Member since 2001

“The mission of CPGR is to inspire our community to increase the quantity and quality of charitable planned gifts to nonprofit organizations.

I believe in the mission of CPGR.  I have gained much information about planned giving since joining CPGR in 2001.  I know CPGR is a very well run organization thanks to Tina Drum, the Executive Director.  CPGR also has an outstanding board of directors.  This is an organization that inspired me to include a bequest for CPGR in my Will.

Not everyone has the benefit of being married to a trusts and estates lawyer like I do so I asked my husband to draw up a simple codicil that I could sign to include CPGR in my Will.  I don’t believe my children will miss out on what I am leaving CPGR and I also believe that those forward thinking philanthropists who include their favorite charities in their estate plans will live longer.  So please consider joining me, update your estate plans or start putting in place your estate plans so that you too can feel great about making the world a better place.”

Krista Boscoe
Director of Development
Denver Jewish Day School

 

CPGR Member since 2004

“Over the past 13 years, I have served on committees and the CPGR board and like many long-time members, I can honestly say that the organization has had a tremendous impact on me and my career. In addition to connecting me to an extraordinarily generous and welcoming network of colleagues, it has provided high quality educational programming and resources. I am grateful to be a part of this amazing organization and ask for those who feel the same, to join me in becoming a member of the Legacy Society. After all… it is what we do!”

Vickie M. Wilson, Ph.D.
Vice President of Development
Community First Foundation

 

CPGR Member since 2014

“By supporting Colorado Planned Giving Roundtable through an estate gift I will be able to magnify the impact of my own gift through CPGR’s work allowing my gift to be felt throughout Colorado long after I’m gone.

Since CPGR has done so much for my career it only felt right to give back to an organization that has given me so much.”

Tyler Drum
Executive Assistant Planned and Principal Gifts
Children’s Hospital Colorado Foundation

 

CPGR Member since 1996

“For the past 30 years I’ve worked as a planned giving professional for different major non-profits, from the American Red Cross to the Boys & Girls Clubs of America. However, the one thing that has stayed constant has been my membership in CPGR. Over that time I have formed many friendships, stayed informed of leading trends and served as CPGR president, speaker and mentor. It is for these reasons that I was pleased to add a gift as a legacy partner.”

Jim Gumpert
Adjunct Professor of Philanthropy
University of Denver

 

CPGR Founder

“From Day 1 of the “Denver” Planned Giving Roundtable in the summer of 1984, to this very day in 2017, CPGR has been one of my true sources of pride and joy. Along with my partners Betsy Mangone and Scott Lumpkin, we introduced the concepts of charitable gift planning to many development professionals along the Front Range for the first time in those early days . . . and to think of CPGR as one of the finest organizations of its kind in the country is astounding! Long live the Colorado Planned Giving Roundtable!”

Douglas G. Laub
Nonprofit Management and Fundraising Consultant

 

CPGR Member since 1996

“CPGR is a continuous source of professional education, networking opportunities and friendship.  The chance to regularly connect with fellow PG professionals has informed my career in powerful ways.  I’m constantly amazed by the generosity of those who embrace this work.  And I’m hopeful my gift will help preserve this community for the future good it will create, and perhaps inspire others to consider something similar.”

William A. Albrecht, CFP®

Pathways Non-Profit Solutions

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We invite you to become a CPGR Legacy Partner. To include CPGR in your will or designate us as a beneficiary of your retirement plan or life insurance policy, please use the following bequest language as a guide:

Official Bequest Language:
“I, [name], of [city, state, ZIP], give, devise and bequeath to Colorado Planned Giving Roundtable, Post Office Box 101208, Denver, CO 80250-1208 [a specific amount or percentage of my estate].

We hope you will let us know if you have included or intend to include CPGR in your will or future planning, so that we may thank you and make sure we understand how you would like your gift to be directed in the future. For more information about CPGR or leaving a legacy gift to CPGR, please contact Tina Drum, Executive Director, at (303)932-2764 or cpgr@q.com.

CPGR Gift Acceptance Policy