September 23, 2020

Sara Montgomery, Plante Moran & Leslie Karotkin, Karotkin Consulting LLC
From the Greatest Generation to Gen Z, we'll explore how the characteristics of each generation influence the ways they approach finance and philanthropy.

Generational Perspectives and Behaviors in Philanthropy

This virtual session is FREE for CPGR Members

Meet Our Sponsors

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Generational Perspectives and Behaviors in Philanthropy

Panel Discussion on Planned Giving in a Small Shop

Donor Stories in Marketing— To Use or Not to Use?

Coffee Conversations


Contact Us

PO Box 101208
Denver, CO 80250-1208

Tel: 303. 932. 2764



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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