Programs
The links below are provided so you can jump straight to the program information that interests you.
2008 Luncheon Presentations
Quarterly luncheons are $40 for members. There is a $15/$20 increase in price for non-members. Continuing Education Credits will be available.
Register online or by phone at 303-932-6168.
Thursday, January 17, 2008
Colorado and the U.S. in 2008
Tucker Hart Adams, The Adams Group, Inc. more
Sponsor: The Denver Foundation
Thursday, March 13, 2008
The Role of the Board in Your Planned Giving Program
Barbara Diehl, Manager, Gift Planning Unit, American Red Cross New York More
Sponsor: US Bank
Thursday, May 15, 2008
Raising Planned Gifts Through a Fundraising Campaign
William J. Moran, J.D., M.S.Ed. President, The Moran Company more
The Old Gray Mare Ain't What She Used to Be: The Revolution in Planned Giving Marketing
Samuel D. Caldwell, President, The Planned Giving Company more
Sponsor: Fidelity Charitable Services
Thursday, November 13, 2008
Almost Everything Gift Planners Need to Know About Income Taxes
Marc Carmichael, President, R&R Newkirk Company more
Sponsor: Colorado State Bank & Trust
Brown Bag Series
Note: All CPGR Brown Bag Series Luncheons will be held at from 11:30 a.m. to 1:00 p.m. at the American Red Cross, 444 Sherman, Denver.
The Colorado Planned Giving Roundtable provides Brown Bag Educational Sessions for professionals who are new to planned giving or who are just beginning to develop a planned giving strategy within their organization. These sessions are also refresher sessions for the seasoned professional. Brown Bag sessions are led by local experts from among our membership.
There is no charge for CPGR members - non-members $15.00. Please BYOL (Bring Your Own Lunch). More information about each Brown Bag and to register online click on the date below. Contact Tina Drum at mailto:cpgr@msn.com for more information.
Scheduled dates for 2008 Brown Bags:
February 20, 2008 - How to do Planned Giving with 1 hour per Week - Dan Harris, Vice President, Charitable Consultant, Wells Fargo,Private Client Services
April 9, 2008 - Estate Planning 202 - Dan Rich, Executive Vice President, Steele Street Bank & Trusts
August 27, 2008 - The Conviction Conversation: Motivating People to Want to Make a Gift - Bill Eck, True North Connections, LLC
October 8, 2008 - Involving Your Board in Planned Gift Fundraising - Bill Albrecht, Pathways Non-Profit Solutions
November 20, 2008 - How to Talk with Planned Giving Donors - Jim Gumpert, Boys & Girls Clubs of America & Paul Jonas, American Red Cross
Thanks to our Brown Bag Sponsor - Pathways Non-Profit Solutions
Technical Series
Please join us for a chance to learn from some of our "local experts" and for a networking opportunity between advisors and fundraisers. The location is in Northern Trust's community room at 16th Market Square (1573 Market St.). Parking is available under the building (enter from Market Street) atparticipant'sxpense. Seating is limited to 25 at the table (first come first served) and 15 in chairs.
There is no charge for CPGR members - non-members $15.00. Please BYOL (Bring Your Own Lunch). For more detailed information about the upcoming session and to reserve your space click on the date you plan to attend.
Scheduled dates for 2008 Technical Series:
February 26, 2008 - Philanthropy and Working Through the Family Dynamics - John A. Warnick, Attorney, Holme Roberts & Owen LLP
April 30 , 2008 - Eight (Great) Ideas That Integrate Estate and Charitable Planning - Jason B. Maples, CLU, ChFC, CFP, RLP, Strategic Financial Partners, LLC & Greg Densen, Sherman & Howard
October 16, 2008 - An Investing Framework for Clients/Donors to Follow During Turbulent Times - Kevin G. Yoshida CFA, Managing Director, Wathershed Investment Consultants, Inc.
February 5, 2009 - Ideas for Explaining Techncial Planned Giving Topics to Donors and Lay Folks - L. William Schmidt, Jr. Holland & Hart LLP
Thanks to our Technical Series Sponsor - Northern Trust
Summer Symposium 2008
Wednesday, June 25 & 26, 2008.
CPGR 20th Annual Summer Symposium
Inverness Hotel and Golf Club, Englewood, CO. more
For sponsorship opportunities contact Jody Phillips at Jphillips@yacenter.org
20th National Conference on Planned Giving
Wednesday, October 22 through Saturday, October 25, 2008
20th National Conference on Planned Giving
Hyatt Regency Denver, Colorado
Go to www.ncpg.org for more information.