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Krista J. Boscoe – 12/20* – PRESIDENT  
Director of Advancement 
Denver Jewish Day School
Ph: (720)449-9552

Katy Herbert Kotlarczyk – 12/20* – VP/PRESIDENT ELECT
Co-Chair, Development
Department Head and Senior Director Gift Planning and Leadership Giving
University of Colorado Boulder
Ph: (720) 413-5352

Mike Jackson 12/19* – TREASURER
Co-Chair, Membership
Planned Giving Officer, Western Territory
American Diabetes Association
Ph: (303)242-6860

Kyle Backlund 12/21* - SECRETARY
Associate Director of Planned Giving
Metropolitan State University of Denver
Office of University Advancement
Ph: 303-356-6933


Dawn Bitton 12/19
Wealth Manager and Fiduciary Specialist
BNY Mellon, N.A. Wealth Management
Ph: (303)209-9508

Jon Kraus, MNM – 12/20
Executive Director of Gift Planning 
University of Denver Advancement
Ph: 303.871.4619

Tonya Kaye 12/19
Vice President, Trust Officer
ANB Bank
Ph: (303)394-5111

Kristin McGinnis 12/21
Director of Communications
AUCTORIS - Architects of Wealth Preservation Strategies
Ph: (303)531-2240

Kelly Purdy 12/19
Co-Chair, Summer Symposium
Deputy Vice President, The Philanthropic Services
The Denver Foundation
Ph: (720)974-2602

Lynda Ricketson 12/21
Vice President of Philanthropic Services
Community Foundation Boulder County
Ph: (303) 548.4182


Russ Shaw 12/19
Co-Chair, Development
Philanthropic Specialist
Wells Fargo Philanthropic Services
Ph: (720)947-6828

Alyssa Street 12/19
Co-Chair, Marketing
Development Director
John Austin Cheley Foundation
Ph: (720)220.7846

Gina Taranto, CFRE 12/21
Co-Chair, Marketing
Director - Philanthropy
Space Foundation
Ph: 719.362.8210

Anita Wesley 12/21
Senior Philanthropy Advisor
Rose Community Foundation
Ph: (303)398-7433

Hannah Yaritz 12/20
Co-Chair, Summer Symposium
Senior Director 
(651) 587-6488 


Scott R. Lumpkin
Scott R. Lumpkin & Associates LLC
Ph: (303)517-0756

Betsy A. Mangone
Ph: (303)570-2782

Douglas G. Laub
Ph: (303)519-7199


Tina Drum
Executive Director
PO Box 101208
Denver CO 80250-1208
Ph: (303) 932-2764 FAX (720)981-2858
Cell: (303)921-5490


Tyler W. Drum
Co-Chair, Membership
Executive Assistant, Planned and Principal Giving
Children's Hospital Colorado Foundation
Ph: (720)777-1771

Gloria Jara Price
Co-Chair, Programming
Vice President of Development
YMCA of Metropolitan Denver
Ph: (720) 524-2713

*Serving 2nd Three Year Term

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.

Learn More

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