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Board of Directors
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2020 OFFICERS

 

 

 

 

 

 

 

Katy Herbert Kotlarczyk – 12/20* PRESIDENT  
Assistant VP, Gift Planning and Annual Giving
University of Colorado


Jon Kraus, MNM – 12/20 VP/PRESIDENT ELECT
Co-Chair, Development
Executive Director of Gift Planning 

University of Denver Advancement


Kyle Backlund -  12/21* TREASURER
Associate Director of Planned Giving
Metropolitan State University of Denver
Office of University Advancement


Alyssa Street - 12/22* SECRETARY
Co-Chair, Marketing
Development Director
John Austin Cheley Foundation

MEMBERS AT LARGE & COMMITTEE CHAIRS

 

 

 

 

 

 

Brandy Bertram 12/22
Co-Chair, Programming
Director of Individual Giving and Talent
Bridges to Prosperity


Dawn Bitton 12/22*
Wealth Manager and Fiduciary Specialist
BNY Mellon, N.A. Wealth Management

 

 

 

 

 

 

Krista J. Boscoe – 12/20* – Past President
Director of Advancement 
Denver Jewish Day School


Tonya Kaye 12/22*
Vice President, Trust Officer
ANB Bank

Kristin McGinnis 12/21
Co-Chair, Summer Symposium
Director of Communications
AUCTORIS - Architects of Wealth Preservation Strategies 


Kelly Purdy 12/22*
Chair, DEI Task Force
Deputy Vice President, The Philanthropic Services
The Denver Foundation

Lynda Ricketson 12/21
Co-Chair, Membership
Vice President of Philanthropic Services
Community Foundation Boulder County

 

Russ Shaw 12/22*
Co-Chair, Development
Philanthropic Specialist
Wells Fargo Philanthropic Services

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

Anita Wesley 12/21
Co-Chair, Programming
Senior Philanthropy Advisor
Rose Community Foundation 


Hannah Yaritz 12/20
Co-Chair, Summer Symposium
Senior Director 
CCS

CPGR FOUNDERS


Scott R. Lumpkin
Principal
Scott R. Lumpkin & Associates LLC


Betsy A. Mangone


Douglas G. Laub

STAFF

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

NON-BOARD MEMBER COMMITTEE CHAIRS

Tyler W. Drum
Co-Chair, Membership

*Serving 2nd Three Year Term

Contact Us

PO Box 101208
Denver, CO 80250-1208

Tel: 303. 932. 2764

Email: cpgr@q.com

Donations

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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