About Colorado Planned Giving Roundtable
What is Colorado Planned Giving Roundtable?
The Colorado Planned Giving Roundtable is a nonprofit organization which provides a forum for the exchange of planned giving ideas in the Rocky Mountain region.What is LEAVE A LEGACY®?
The Colorado Planned Giving Roundtable coordinates the Colorado LEAVE A LEGACY® program - a public awareness campaign to encourage people to leave a charitable bequest in their will. This program is a national initiative currently underway in 94 communities across the country, supported by the efforts of the National Committee on Planned Giving, the professional organization that helps further the education of planned giving professionals as well as professional advisors nationwide.Mission Statement
The mission of the Colorado Planned Giving Roundtable is to increase the quantity and quality of charitable planned gifts in our community. We accomplish this through quality education, increased awareness and networking opportunities. Current CPGR BylawsFrequently Asked Questions
Q: What exactly is the Colorado Planned Giving Roundtable?
A: The Colorado Planned Giving Roundtable is a professional association committed to advancing the use of charitable gift planning techniques. Support and educational opportunities are provided to individuals at all stages of professional development - beginning, intermediate and advanced.
Q: What kind of professionals belong to CPGR?
A: Membership is composed of planned giving officers, development officers, estate planning attorneys, financial planners, bank trust officers, accounting professionals, life insurance professionals-anyone involved in the charitable estate planning process.
Q: What are the benefits of membership?
A: There are many benefits that come with membership in the Roundtable, including:
- Quarterly educational meetings that provide members and guests an opportunity to further develop their gift planning competency
- Annual Summer Symposium, a one-day educational conference featuring local and national gift planning experts
- Discounted membership in the National Committee on Planned Giving (NCPG), the nation's premier charitable gift planning association
- Discounted registration fee (and scholarship opportunity) for NCPG's annual planned giving conference, featuring the nation's leading gift planning experts
- Subscription to quarterly newsletter, Roundtable Review
- Membership directory, local and national
- Planned Giving Resource Center
- Networking opportunities with members of the gift and estate planning community, including charitable gift planners, estate planning attorneys, accounting professionals, financial planners, trust officers, investment advisors, and insurance professionals
- Opportunities to support the gift planning profession through volunteer service
A: Yes. The Roundtable coordinates LEAVE A LEGACY®, a community-wide bequest awareness program for charities and their donors. The program was started in April of 2000 and will be conducted every year to help non-profits begin or strengthen their planned giving efforts in the community.
Q: What are the membership dues?
A: Annual membership dues are currently $75.
Q: What is the fee for the quarterly meetings?
A: Members pay $40. Nonmembers pay $55.
Q: Does one have to be a member to attend the meetings?
A: No, you may still attend meetings as often as you like, however, members do receive a discount.
Q: What kind of payment can you accept for the meetings?
A: Your payment by check, Mastercard, or VISA is welcome.