- Summer Symposium
- Legacy Partners
|CPGR Legacy Partners|
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, or by making a qualifying contribution* to CPGR’s endowment. 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. *A minimum of $1,000 to the endowment in a calendar year.
“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.”
Douglas G. Laub - CPGR Founding Member 1984
Jim Gumpert - CPGR Member since 1996
Vickie M. Wilson, Ph.D.- CPGR Member since 2004
William A. Albrecht, CFP® - CPGR Member since 1996
Pathways Non-Profit Solutions
Scott Lumpkin - CPGR Founding Member 1984
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.”
“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
“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
“One of the best investments for my donors and my career has been being a member of CPGR. From education, networking and philanthropic goals - CPGR has given me tools to enhance my relationship with donors, grow my professional community and elevate philanthropic giving to nonprofit missions."
Gloria Jara Price - CPGR Member since 2008
"I value the mission of CPGR and the outstanding professional development it offers. I hope my gift will perpetuate this important asset for future generations of gift planners and nonprofits that enrich our community."
Vicki P. Dansky - CPGR Member since 2007
"It is my pleasure to provide initial support for an endowment fund for the Colorado Planned Giving Roundtable (CPGR). I believe an endowment fund is an essential tool, not only to ensure the future of CPGR, but to enable the organization to continue to offer the very best services to our profession and our professionals-- locally, state-wide and nationally.
The CPGR and its membership has met, and exceeded, every expectation over the past 25 years. Let’s make sure we can continue our tradition of offering the highest level networking, educational, and leadership opportunities."
Betsy A. Mangone - CPGR Founding Member 1984
"Having worked as a planned giving professional for more than twenty years, I can think of no other organization that has better supported my work through ongoing, quality education and mentorship than the Colorado Planned Giving Roundtable. The wealth of knowledge and generosity of spirit within this group is unparalleled. As other sources of funding wane, the work we do with individuals in facilitating philanthropy is increasingly important. I made my legacy gift because I want to help ensure the future of the nonprofit community we serve by supporting the organization that provides the best, most consistent training and education for planned giving professionals—the Colorado Planned Giving Roundtable. "
Karen A. Wibrew - CPGR Member since 2001
"I first joined CPGR in 2008, when I was new to planned giving and was trying to soak up as much information as possible. I attended my first Summer Symposium and was overwhelmed with the amount of information, insights and connections I gained during the conference. In 2015, I transitioned into gift planning full-time and CPGR has been more important than ever to my career and professional development. I can honestly say I would not be where I am today without CPGR and the friends I have made along the way. I am proud to be a Legacy Partner and help ensure that CPGR can continue to serve the Colorado community for many years to come! "
Jon Kraus - CPGR Member since 2008
"I joined CPGR in 2006 and was immediately struck by the interesting programs offered throughout the year and at the annual Symposium. As I became more involved first as a committee volunteer, and then on the board, I regularly experienced how dedicated the board and the committees were to upholding mission and ensuring CPGR provided quality educational programs and maintained a strong member network. The membership made up of both fund development specialists and professional advisors is a unique twist that the CPGR founders created, and I believe this is vital in keeping our estate planning community connected. This organization has made such a positive impact on my work life that I felt compelled to add CPGR as a beneficiary of my IRA. Hopefully the contributions committed by the members of the Legacy Society will help ensure CPGR endures for the next generation of estate planning professionals."
Leslie Karotkin - CPGR Member since 2006
"I’m happy to join 21 others in committing to a legacy gift. Last year I named CPGR as a beneficiary on my retirement account. I have been a member of CPGR for more than 5 years, and I’m indebted to the organization and its members for the education and relationships that have allowed me to develop my own approach and be successful as a fundraiser. When I started in nonprofits, I thought planned giving was a way for the super wealthy to avoid taxes and enrich their children. And I thought planned giving was about death. Now I have experienced, through conversations with some truly amazing and inspirational donors, that planned giving is a sophisticated way to celebrate life. I am honored to be part of a group of people at CPGR that understands this. I feel kinship and belonging, and treasure the friendships that I’ve made with numerous members."
Anonymous Donor - CPGR Member since 2011
"My membership in the Colorado Planned Giving Roundtable has been incredibly rewarding. In addition to outstanding professional development opportunities, I have developed relationships with wonderful people who serve as a network to enhance my ability to provide meaningful planned giving opportunities to donors. It is my honor to help the next generations to enjoy this terrific resource through a beneficiary designation on my retirement account."
Lynda Ricketson - CPGR Member since 2008
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: