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Weaving Planned Giving into Your Donor Conversations
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Weaving Planned Giving into Your Donor Conversations

$40 for CPGR Members $65 for non members & guests. Webinar is available for attendees outside the Denver Metro Area Only.

 Export to Your Calendar 5/14/2020
When: May 14, 2020
11:15 a.m. to 1:15 p.m.
Where: Denver Country Club
1700 E 1st Ave
Denver, Colorado  80218
United States
Presenter: Melanie J. Norton, CFRE, MBA - Norton Philanthropic Counsel
Contact: Tina Drum
(303)932-2764


Online registration is available until: 5/12/2020
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Weaving Planned Giving into Your Donor Conversations

We've been there before.  We have courted and know - or should know - our annual and major gift donors really well.  However, we may come to realize that we've never approached the subject of an estate or planned gift and are not sure how to do so now without feeling awkward.  In this presentation, the listener learns the techniques that afford an easy transition to what will often be the largest and most impactful gift a donor will ever make.  As the massive transfer of wealth begins in earnest over the next two+ decades, organizations that leave gift planning out of the conversation will be leaving money - and potentially the future security of the organization itself - on the line.

 

 Melanie J. Norton, CFRE, MBA
 Philanthropic Consultant

Melanie is passionate about philanthropy and the success of individuals and organizations that enhance the world in which we live. As an accomplished professional and leader, Melanie fueled her drive to make a meaningful impact with nonprofits and individuals throughout the nation by founding Norton Philanthropic Counsel (NPC). Her unique and broad-based background blends for-profit and not-for-profit experience in both business and fundraising. This specialized lens provides for a deep and comprehensive understanding of traditional business practice and allows her a creative, intentional and outcomes-focused perspective. Melanie’s experience helps her provide the highly customized and relationship-focused strategies needed for client success. She possesses an unwavering commitment to authenticity and honesty in her work.   Read more about Melanie

 

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Contact Us

PO Box 101208
Denver, CO 80250-1208

Tel: 303. 932. 2764

Email: cpgr@q.com

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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

These Model Standards of Practice for the Charitable Gift Planner have been created by the National Committee on Gift Planning to encourage responsible gift planning.

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