CPGR Legacy Partners is made up of individuals who seek to preserve the work and mission of Colorado Planned Giving Roundtable for generations to come by including CPGR in their wills and future planning. They are committed to the following ideals: increasing awareness of charitable gift planning to strengthen nonprofit organizations and maintaining the highest level of excellence of professional development for all types of gift planning professionals in the Rocky Mountain region.
“CPGR has been and continues to be instrumental to my planned giving education and beyond. I want to pay that benefit forward by providing the same opportunities for the next generation of planned giving professionals. That’s why I have included CPGR in my estate plan with a percentage of my assets.”
Russ Shaw - CPGR Member since 2005
Vice President, Philanthropic Specialist
Wells Fargo Bank
“My 14 year involvement with the Colorado Planned Giving Roundtable has been extremely rewarding. At its core, our organization is comprised of professionals in the planned giving community sharing their knowledge with all of our other members. Those educational programs have enhanced the well-being of the many people and organizations that are the beneficiaries of the charitable programs our members efforts advance. I have included a bequest to CPGR in my estate plan because I want to ensure that this important work will continue when I am no longer able to participate.”
Philip V. Keenan - CPGR Member since 2000
Attorney at Law
Ambler Keenan Mitchell Johnson LLC
“In my six years as a CPGR member, the volume of information, education and inspiration I have received is priceless, sparking a creative energy and direction in my work. The opportunity to exchange ideas among non-profit professionals benefits us all, strengthening our organizations’ performance. CPGR education programs and the Summer Symposium are assets to everyone working in non-profit Planned Giving. I have included CPGR in my estate plan because I want to help others to experience the value of this organization in the future.”
Joann Wooley - CPGR Member since 2012
Legacy Circle Program Manager – Colorado Public Radio
“It is so wonderful to have an opportunity to give back to the Gift Planning profession through a planned gift to CPGR. This work has been the highlight of my life in Colorado and I’m proud to help sustain CPGR’s professional support and career development for future members.”
Gaye Leonard - CPGR Member since 2001
CEO – Social Synergies & Solutions LLC
“I joined CPGR in the mid 90’s as a struggling Financial Advisor. Soon after, I made the leap into the Gift Planning profession and it was one of the best decisions of my life. From the beginning, CPGR has served as a critical source of information to keep me current on the technical aspects of planned giving along with the “soft skills” needed to work with donors that often are more essential. Equally important have been the wonderful friends that I have made through CPGR. I feel blessed to have been with National Jewish Health, an incredible organization dedicated to improving health for all that suffer with respiratory, immunologic and cardiac issues, since ‘95, currently serving as the Associate Vice President for Development, Planned Giving. CPGR has been a critical partner to me in my success and for that I am eternally grateful. I believe it is the organizations that truly make a difference in our lives that deserve our support in both the short and long run. I want CPGR to be around for years to come so that it will be able to serve others in a similar fashion and for this reason I chose to establish a bequest to benefit CPGR.”
Gordon Smith - CPGR Member since 1995
Associate Vice President of Development, Planned Gifts - National Jewish Health
“The mission of CPGR is to inspire our community to increase the quantity and quality of charitable planned gifts to nonprofit organizations.
I believe in the mission of CPGR. I have gained much information about planned giving since joining CPGR in 2001. I know CPGR is a very well run organization thanks to Tina Drum, the Executive Director. CPGR also has an outstanding board of directors. This is an organization that inspired me to include a bequest for CPGR in my Will.
Not everyone has the benefit of being married to a trusts and estates lawyer like I do so I asked my husband to draw up a simple codicil that I could sign to include CPGR in my Will. I don’t believe my children will miss out on what I am leaving CPGR and I also believe that those forward thinking philanthropists who include their favorite charities in their estate plans will live longer. So please consider joining me, update your estate plans or start putting in place your estate plans so that you too can feel great about making the world a better place.”
Krista Boscoe - CPGR Member since 2001
Director of Development - Denver Jewish Day School
"By supporting Colorado Planned Giving Roundtable through an estate gift I will be able to magnify the impact of my own gift through CPGR’s work allowing my gift to be felt throughout Colorado long after I’m gone. Since CPGR has done so much for my career it only felt right to give back to an organization that has given me so much."
Tyler W. Drum - CPGR Member since 2014
Executive Assistant Planned and Principal Gifts - Children’s Hospital Colorado Foundation
"From Day 1 of the "Denver" Planned Giving Roundtable in the summer of 1984, to this very day in 2017, CPGR has been one of my true sources of pride and joy. Along with my partners Betsy Mangone and Scott Lumpkin, we introduced the concepts of charitable gift planning to many development professionals along the Front Range for the first time in those early days . . . and to think of CPGR as one of the finest organizations of its kind in the country is astounding!
Long live the Colorado Planned Giving Roundtable!"
Douglas G. Laub - CPGR Founding Member
Nonprofit Management and Fundraising Consultant
"For the past 30 years I’ve worked as a planned giving professional for different major non-profits, from the American Red Cross to the Boys & Girls Clubs of America. However, the one thing that has stayed constant has been my membership in CPGR. Over that time I have formed many friendships, stayed informed of leading trends and served as CPGR president, speaker and mentor. It is for these reasons that I was pleased to add a gift as a legacy partner.
Jim Gumpert - CPGR Member since 1996
Adjunct Professor of Philanthropy - University of Denver
"Over the past 13 years, I have served on committees and the CPGR board and like many long-time members, I can honestly say that the organization has had a tremendous impact on me and my career. In addition to connecting me to an extraordinarily generous and welcoming network of colleagues, it has provided high quality educational programming and resources. I am grateful to be a part of this amazing organization and ask for those who feel the same, to join me in becoming a member of the Legacy Society. After all… it is what we do!"
Vickie M. Wilson, Ph.D.- CPGR Member since 2004
Vice President - Thompson & Associates
"CPGR is a continuous source of professional education, networking opportunities and friendship. The chance to regularly connect with fellow PG professionals has informed my career in powerful ways. I’m constantly amazed by the generosity of those who embrace this work. And I’m hopeful my gift will help preserve this community for the future good it will create, and perhaps inspire others to consider something similar."
William A. Albrecht, CFP® - CPGR Member since 1996
Pathways Non-Profit Solutions
"I became a CPGR Legacy Partner because CPGR helps make living in Colorado great! Thanks to CPGR, organizations large and small are equipped to have deeper, more impactful gift conversations with donors than ever before. We’ll never know the full extent of CPGR’s impact on life in Colorado and the Rocky Mountains."
Scott Lumpkin - CPGR Founding Member
Principal - Scott R. Lumpkin & Associates LLC
“I can’t possibly give back to CPGR all that it has provided to me. The friendships and ongoing education that comes from actively participating is invaluable. One acknowledgement of appreciation is to become a Legacy Partner. With three kids, my wife and I have a lot to plan for. Yet, it seemed natural to prepare our estate plans by dividing what will be left into quarters. Each of our children will benefit from one fourth, and our last 25% will go to the nonprofit missions we care deeply about. CPGR is included in that group.”
Mike Jackson, MA, CFRE - CPGR Member since 2009
Planned Giving Officer, West Territory - American Diabetes Association
“Supporting CPGR as a Legacy Partner was one of the easiest decisions I have made. CPGR has helped me to grow professionally, strengthen my skill set, and expand my professional and social networks. In supporting CPGR, I know that I will be able to impact philanthropy in Colorado and beyond for a very long time – and that is a legacy that I want to leave."
Hannah J. Yaritz - CPGR Member since 2013
Senior Director - CCS
“When I’m not here, CPGR will be. I want tomorrow’s fundraisers just starting out and super busy generalists with no time and no budget to have access to the best possible training and networking to advance their own careers, and the good work they make possible."
Jody Phillips - CPGR Member since 2005
Director/Foundation and Individual Development - Young Americans Center for Financial Education
We invite you to become a CPGR Legacy Partner. To include CPGR in your will or designate us as a beneficiary of your retirement plan or life insurance policy, please use the following bequest language as a guide:
Official Bequest Language:
“I, [name], of [city, state, ZIP], give, devise and bequeath to Colorado Planned Giving Roundtable, Post Office Box 101208, Denver, CO 80250-1208 [a specific amount or percentage of my estate]. EIN# 84-1241600
We hope you will let us know if you have included or intend to include CPGR in your will or future planning, so that we may thank you and make sure we understand how you would like your gift to be directed in the future. For more information about CPGR or leaving a legacy gift to CPGR, please contact Tina Drum, Executive Director, at (303)932-2764 or email@example.com.
CPGR Gift Acceptance Policy