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Summer Symposium
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31st Annual Summer Symposium

August 21 & 22, 2019


Plan your Sessions  |  Meet the Speakers   |  Thank you - Sponsors
  View Scholarships |  Register Now 

 

Join us at the Hilton Denver Inverness for an exciting two-day Summer Symposium
August 21 & 22, 2019

CPGR Members $390 | Non Members $470 - Register by June 14th for a $50 discount.

You will have access to the industry's top speakers on cutting edge topics in gift planning. Day 1 will include an all day Fundamental/Intermediate Track with Craig Wruck & and an Advanced/Technical Track with a variety of speakers and topics. Day 2 will feature 4-Tracks with multiple topics & speakers in each track.

Bill Dedman

Lunch Speaker

Empty Mansions: The Mysterious Life of Huguette Clark and the Spending of a Great American Fortune

Bill Dedman, author and Pulitzer Prize-winning investigative reporter will entertain us with a parable of the lessons to be learned from one family's bad choices in estate planning and philanthropy.

 

Bryan K. Clontz

Keynote

Planned Giving Comedy Hour: Painful Career Lessons Learned from 20 years in the Gift Planning Trenches

Bryan K. Clontz, PhD, CFP®, CLU®, ChFC®, CAP®, AEP®, RICP®, CBP - President of Charitable Solutions, LLC 

 

Craig C. Wruck

Day 1 Fundamental - Intermediate Course

The Essentials of Planned Giving

Craig C. Wruck, Author, Planned Giving In a Nutshell & Retired Practitioner of Gift Planning

 

 

Please select your desired sessions when registering. 

More Information and Register Now

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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