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Gift Planning Toolkit


  • CPGR Virtual Discussions

  Planned Giving during the Current Health Crisis - Friday, April 3rd

  CCS Memo - Video Calls with Donors

  Why You Should Care about the CARES Act - Monday, April 27

  Making the Case for Planned Giving Now with Craig Wruck, May 14

  • The Stelter Company

  COVID-19 and PG: Blogs, Videos and Resources to Help You Through This Time

  Webinar Registration & Video Library

  • CCS Fundraising

  Principles of Fundraising: The Coronavirus and Philanthropy

   Reimagining Your Fundraising: Pivot Your Case to Inspire Generosity Today

   Reimagining Your Fundraising: Navigating Challenges Presented by COVID-19

   Survey - Fundraising Impact of COVID-19

  Reimagining Your Fundraising - Pivot Your Case Summary

  Strategies During COVID-19

  Inequity in a Global Crisis - Part 1 of 2

  Fundraising Impact of COVID-19

  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

  GUIDE: How to get a forgivable loan for your nonprofit under the CARES act

  Moving forward on planned and major giving

  How to engage donors and hold events online

  Strategy Memo: Investing in Planned Giving in 2020

  #GivingTuesdayNow: How planned & major giving teams can tap into a new global day of action

  How to find, solicit, & steward DAF donors in 2020

  How to Plan Your Fall Event

  How nonprofits can actively improve diversity, equity, & inclusion at their organizations

  Effective donor stewardship tips for planned & major giving

  • 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

  CARES Act Communication

  • 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
  • Info from MPW Strategies

  Navigating Turbulent Times with Patrick Gaines (Audio only)

  Small to Medium Nonprofits and Colorado Fundraising

  • Info from Dr. Russell James

  10 Strategies for Post-COVID Fundraising in Complex & Major Gifts

  Legacy Fundraising: The Best of Times or the Worst of Times?

  Deduct 100% of Income With a 2020 Charitable Gift Annuity? Yes (but not likely with a CRT)

  Major Gifts of Assets in the Aftermath of COVID19

  Retained Life Estates 1: Introduction

  Retained Life Estates 2: Calculating the Deduction for Farmland

  Retained Life Estates 3: Advanced Planning Strategies

  Retained Life Estates 4: Calculating the Deduction for a Home

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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