CPGR Committees

Brown Bags - view committee info
This small group educational series is designed for people who are new to planned giving.

Finance and Investment - view committee info
Oversee the organization's financial stability and investments.

LEAVE A LEGACY™ - view committee info
Organize and present a marketing campaign to promote the making of charitable bequests in the community and region.

Marketing - view committee info
Plan and execute comprehensive marketing activities to promote awareness of the Roundtable among its membership and the greater nonprofit and professional advisor communities. Assist the various committees of the Roundtable in marketing programs and services, enhance membership growth and retention, and incorporate the use of various media sources.

Membership - view committee info
Organize membership efforts with the professional community, including the Planned Giving web site.

Programs - view committee info
Organize and present bi-monthly educational programs for Roundtable members and guests.

Sponsorships - view committee info
Seek and obtain corporate and foundation sponsorships for Roundtable programs, materials, and projects.

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

Support Staff - view committee info
Coordinate and organize the back end operation of Colorado Planned Giving Roundtable.

Nominating - view committee info
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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