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CPGR Summer Symposium from home
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CPGR Summer Symposium from home

CPGR Members $99; Member of Another PG Council $129; Non Members $159

 Export to Your Calendar 8/27/2020 to 8/28/2020
When: August 27 & 28, 2020
Where: Virtual - From Your Home or Office
United States
Contact: Tina Drum

Online registration is available until: 8/21/2020
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August 27 & 28, 2020

The Colorado Planned Giving Roundtable’s (CPGR) Summer Symposium is known as one of the best regional gift planning conferences in the country with the industry’s top philanthropic speakers, valuable networking, customized breakout sessions and industry sponsors to share new insights, ideas and trends.

In 2020 our Summer Symposium is going virtual!  We promise to continue to provide you with the top-notch experience & education you have come to expect from CPGR but this year it will be from your home or wherever you access the internet.

The quality education sessions you can expect will be from the following speakers:

  • Keynote - Pamela Jones Davidson What Keeps You and Me Up at Night
  • Small Shops/DYI - Judi Smith Asking for a Planned Gift & 72-hour PG Marketing Plan
  • Advanced Technical – Bill Knox Common Gift Planning Mistakes and the Means to Avoid Them
  • Large Shops - Nathan Stelter Planned Giving Marketing During & After Covid-19: A Chance to Pivot or Truly Change?

Small Shop Track

Fundamentals Track

Intermediate Track

  • Lynda SandsUnder the Hood of a CRT
  • Kristen Dugdale & Jon KrausEngaging Your Donors in Gift Planning Conversations                                            

Advanced Technical Track

  • Jere DoyleIRAs Payable to a Trust – Administrative Difficulties
  • Craig WruckGiving USA Special Report on Legacy Giving


Thanks to our PLATINUM sponsor!

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

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.

Learn More

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