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Board of Directors

2025 OFFICERS

Brandy Bertram

Brandy Bertram (12/25*)
PRESIDENT
Principal
Great Big Good

Gloria Jara Price

Gloria Jara Price (12/25)
VICE PRESIDENT
Co-Chair, Summer Symposium
Executive Director
Schlessman Family Foundation

Kelli Hirsch

Kelli Hirsch (12/25)
SECRETARY
Co-Chair, Membership
Director of Development
University of Colorado - College of Music Advancement Team

Jamie Mager

Jamie Mager, CFP® (12/25)
TREASURER
Executive Director of Gift Planning University of Colorado

MEMBERS AT LARGE & COMMITTEE CHAIRS

DeAnn Acosta

DeAnn Acosta, CFRE
Executive Director
Association of Fundraising Professionals (AFP) Colorado Chapter

Elizabeth Harcombe

Elizabeth Harcombe, CFRE (12/26)
Co-Chair, Summer Symposium
Director of Development, Planned Giving
University of New Mexico Foundation

Lisa Kukura

Lisa Kukura, JD (12/26)
Co-Chair, Marketing
Senior Director of Gift Planning
The Catholic Foundation of Northern Colorado

Dean Laatt

Dean Laatt, CFRE (12/25)
Associate Vice President of Development
Colorado School of Mines Foundation

Khanh Le

Khanh H Le (12/27*)
Senior Vice President, Trust Officer
BOK Financial

David Morrison

David Morrison (12/26*)
Co-Chair, Development
Partner and LPL Financial Advisor
Prosperion Financial Advisors

Lindsay Newman

Lindsay Newman (12/26)
Director of Strategic Partnerships
Giving Docs

Judith A. Smith

Judith A. Smith, MA, CFRE
President
GivingSMITH

Maggie McHenry

Maggie Stoot (12/26*)
Director of Development
The Women’s Foundation of Colorado

Tim Zeckser

Tim Zeckser
Endowment Manager
Colorado Gives Foundation

CPGR FOUNDERS

Scott R. Lumpkin

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

Betsy A. Mangone

Betsy A. Mangone

Douglas G. Laub

Douglas G. Laub

STAFF

Tina Drum

Tina Drum
Executive Director
PO Box 547
Pine CO 80470
TEL: (720)739-1119 CELL: (303)921-5490
TinaDrum@CPGR.org

*Serving 2nd Three Year Term

Contact Us

PO Box 547
Pine, CO 80470

Tel: 720. 739. 1119

Email: TinaDrum@CPGR.org

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

Members of CPGR adhere to the National Association of Charitable Gift Planner’s code of ethics, as outlined in the Model Standards of Practice of the Charitable Gift Planner.

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