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Event Schedule:
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Please select any sessions you wish to attend

Day 1 - Wednesday 8/21

  Start DateEnd DateStart TimeEnd Time 
Essentials of Planned Giving
Description
8/21/20198/21/20199:00 AM4:30 PM
External Influences in Planned Giving- An advanced track course
Description
8/21/20198/21/20199:00 AM4:30 PM
Networking Reception
Description
8/21/20198/21/20194:30 PM6:30 PM

Keynote - Thursday, 8/22 (8:15 a.m. to 10:15 a.m.)

  Start DateEnd DateStart TimeEnd Time 
Keynote Session - Planned Giving Comedy Hour: Painful Career Lessons Learned from 20 years in the Gift Planning Trenches
Description
8/22/20198/22/20198:15 AM10:15 AM

10:45 am to Noon, Thursday 8/22 (Choose which session you plan to attend)

  Start DateEnd DateStart TimeEnd Time 
Creative Charitable Planning with Non-Cash Assets: A Case Study Approach (Adv/Technical)
Description
8/22/20198/22/201910:45 AM12:00 PM
Still Relevant? ….You Bet ….On Goes the Charitable Gift Annuity! (Intermediate)
Description
8/22/20198/22/201910:45 AM12:00 PM
To Accept the Gift? Creating gift acceptance policies that serve your organization (Small Shops)
Description
8/22/20198/22/201910:45 AM12:00 PM
True Stories: Charitable Gift Planning from the Pilgrims to Tomorrow’s Gifts (Fundamentals)
Description
8/22/20198/22/201910:45 AM12:00 PM

1:30 pm to 2:45 pm - Thursday, 8/22 (Choose which session you plan to attend)

  Start DateEnd DateStart TimeEnd Time 
Black Gold: Gifts of Oil & Gas Interests Made Simple (Adv/Technical)
Description
8/22/20198/22/20191:30 PM2:45 PM
Gift Planning is a Team Sport (Small Shops)
Description
8/22/20198/22/20191:30 PM2:45 PM
Pitch perfect! Securing Internal Support for Your Planned Giving Program. (Fundamentals)
Description
8/22/20198/22/20191:30 PM2:45 PM
Things to Do in Denver When You're Ethically Challenged ... Confessions from a Gift Planner's X-Files (Intermediate)
Description
8/22/20198/22/20191:30 PM2:45 PM

3:15 pm to 4:30 pm - Thursday 8/22 (Choose which session you plan to attend)

  Start DateEnd DateStart TimeEnd Time 
Gift Planning Case Study: The Watershed Gift (Adv/Technical)
Description
8/22/20198/22/20193:15 PM4:30 PM
Steps to More Effective Bequest Conversations (Fundamentals)
Description
8/22/20198/22/20193:15 PM4:30 PM
The Journey of a Thousand Gifts Begins...with starting your planned giving program! (Small Shops)
Description
8/22/20198/22/20193:15 PM4:30 PM
The Top 10 Charitable Estate Planning Mistakes to Avoid (Intermediate)
Description
8/22/20198/22/20193:15 PM4:30 PM
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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