Katy Herbert Kotlarczyk – Director of Gift Planning & Leadership Giving at University of Colorado

Katy Herbert Kotlarczyk hides her Wonder Woman tiara and star-spangled cape under a business jacket and heels every day.

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Dave Reed & Russ Shaw

Meet Russ Shaw, Philanthropic Specialist at Wells Fargo Philanthropic Services & Dave Reed, Executive Director at Western Colorado Congress. Both are a part of CPGR’s Mentor Program.

Dave found the CPGR mentoring program almost by accident, and applied just in time to be accepted to the current class, where he was matched to Russ as his mentor.

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Mike Jackson

Mike joined CPGR in 2009 and now serves on the CPGR board as President Elect and will become Board President in 2017. Mike is a Colorado native—he grew up in Littleton and attended CSU, earning a BS in Health Science there and an MA in Organizational Management from the University of Phoenix. Click Read More to learn more about Mike.

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Leslie Karotkin

2015 CPGR Volunteer of the year – Being named the 2015 CPGR Volunteer of the Year is an honor that Leslie feels very humble and grateful to receive, especially knowing the recognition comes from colleagues in the gift planning field she so admires and respects. Leslie Karotkin remembers her first-ever job as being “mainly entertaining,” wrapping Christmas gifts at a department store when she was 16. Like many jobs to follow, she seized the opportunity to get her foot in the door, in this case, for non-seasonal work in the lingerie department, which she admits was “not exactly every sixteen […]

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Dale Zschoche – Director of Gift Planning, The USAFA Endowment

“Call me Dale,” he says by way of introduction, after I’ve slaughtered the pronunciation of his last name…and then he laughs graciously, his smile radiating over the phone line.

Detroit native Dale Zschoche started his education at Michigan Technological University as a Forestry major. Fortunately for the world of planned giving, he soon realized that it was too solitary for his liking and with limited job prospects, perhaps he would do better studying business.

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Scott R. Lumpkin – Principal at Scott R. Lumpkin & Associates LLC

Scott is a past board member of the National Committee on Planned Giving (NCPG), now the Partnership for Philanthropic Planning (PPP), as well as a founding member and Past President of the Colorado Planned Giving Roundtable. Scott is thrilled at how CPGR has grown and flourished since its inception all of those years ago.

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Kevin Mullin, CFRE – Executive Director of Development at Inner City Health Center

Kevin has an engaging smile, a soothing demeanor, and a deft way with words. He and his family are pleased to call Colorado their home. Currently, Kevin serves as the Executive Director of Development with Inner City Health Center – which is Denver’s premier clinical health provider to the uninsured and under-served.

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Jonathan Fung, Principal Financial Advisor at Bernstein Global Wealth Management

Jonathan joined CPGR shortly after becoming a new Financial Advisor with Bernstein Global Wealth Management in early 2006 and is one of those board members every nonprofit dreams of having: gets involved from Day One willingly takes on leadership roles and pitches in whenever a request is made.

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Gina Taranto CFRE – Director of Development at The Space Foundation

When you are one of the first fellows in the newly minted Fellowship Program at El Pomar Foundation your future shines with a potential that is yours to realize. CPGR’s own Gina Taranto is one who has taken each opportunity in her 20 year career in nonprofits and made the most of it. It all began at her alma mater Colorado College when she began volunteering with local Colorado Springs non-profits. Since those early days this Colorado native has touched thousands of lives and multiple organizations with her integrity optimism and commitment. What originally drew her to CPGR was the […]

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Jeffrey Mielke, CFRE, CSPG – Associate Director, Estate and Organizational Giving at the USOC

Jeffrey Mielke CSPG has been involved with CPGR since returning to Colorado in 2005. Originally drawn to the state as an undergraduate at the United States Air Force Academy he travels frequently but insists nothing could compel him to move away from the area again. Life in the Air Force might seem like an unlikely beginning for a development professional but Jeff like many in the field insists he “kind of fell into” fundraising. After earning his degree from the Academy, he was stationed in Little Rock as a Missileer on the now-defunct Titan II system. He then moved from […]

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