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Gift Planning Toolkit


  • Info from The Stelter Company

  Tips & Takeaways for Making Fundraisers Better at Planned Giving

  Sample Donor Letter from Stelter


  • FreeWill Webinars

  Thoughtful, kind, effective, safe: Planned giving during the Coronavirus pandemic

How to fundraise and build donor relationships during a crisis

A conversation: Dr. Russell James on planned giving and the Coronavirus crisis

Off campus and online: University fundraising during the Coronavirus pandemic

  • Info from Sharpe Group

  7 Reasons to Stay the Course With Gift Planning Communications

  Gift Planning in the Time of COVID-19

  Taking the Time to Listen

  • Lilly Family School of Philanthropy - Don’t worry about reading the hundreds and hundreds of pages of the new federal stimulus law to learn which provisions can affect your fundraising and your nonprofit’s financial health. We’ve read the new law for you, and here’s a bullet point list of what matters most. Effects of new law on fundraising and nonprofits
Contact Us

PO Box 101208
Denver, CO 80250-1208

Tel: 303. 932. 2764



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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