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Panel Discussion on Planned Giving in a Small Shop
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Panel Discussion on Planned Giving in a Small Shop

This session will be a virtual session held via Zoom

 Export to Your Calendar 10/14/2020
When: October 14, 2020
8:30 a.m. to 10:00 a.m.
Where: Virtual via Zoom
United States
Contact: Tina Drum

Online registration is available until: 10/13/2020
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Panel includes Kevin Mullin, Gloria Jara Price & Josie Stewart and will be moderated by Gordon Smith

Are you in a “small shop” and feeling pressure to incorporate Planned Giving? If you would you like to learn from three small organizations how and when they fit planned giving into their work week and into their marketing efforts come to the “Small Shop Planned Giving Panel” presentation virtually. We will address all the following as they relate to a small shop:

Introduction and overview:

  • Size and types of donors in the Legacy Society
  • Donor identification procedures
  • Marketing efforts to uncover donors
  • One on one donor visits and activity including group gatherings
  • Stewardship efforts

Questions and discussion

  • What is different in a “small shop”?
  • How/what do you prioritize around planned giving
  • What do you outsource and what do you keep in house?
  • How much time do you devote to PG each week?


Thanks to our 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.

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