This small group educational series is designed for people who are new to planned giving.

Oversee the organization's financial stability and investments.

Organize and present a marketing campaign to promote the making of charitable bequests in the community and region.

Develop communications efforts of the Roundtable among its membership and the financial community, including the Planned Giving web site.

Organize membership efforts with the professional community, including the Planned Giving web site.

Organize and present bi-monthly educational programs for Roundtable members and guests.

Seek and obtain corporate and foundation sponsorships for Roundtable programs, materials, and projects.

Coordinate and present a one-day planned giving educational conference for Roundtable members and other financial professionals in the community and region.

Coordinates and organize the back end operation of Colorado Planned Giving Roundtable.

This committee is responsible for developing a slate of nominees for the board of directors. The committee seeks to provide candidates that would add balance, diversity, and expertise to the board. The President-elect serves as an ad hoc member of the committee. The immediate past President serves as chair and is responsible for recruiting the committee members.

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