Programs
The links below are provided so you can jump straight to the program information that interests you.
2010 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.
Tuesday, January 19, 2010
The Colorado Economy: How Did We get Here and Where Are We Headed
Dr. Tucker Hart Adams, President, The Adams Group, Inc more
Sponsor: The Denver Foundation
Thursday, March 25, 2010
New Decade of Donors & Will your Will be Known
Sandra Henningsen, Assist . V.P., CGPA at Crescendo Interactive, Inc. More
Thursday, May 27,2010
Evening Networking Event with AFP
How to Integrate Annual, Planned and Major Giving
Phil Purcell, JD, Vice President for Planned Giving and Endowment Stewardship, Ball State University Foundation More
Using Volunteers in Your Planned Giving Program
Bob Shafis Director of Major Gift Planning, Museum of Science and Industry, Chicago, Illinois
Thursday, November 18, 2010
Case Studies in Ethics - Panel Discusssion
Panel will be facilitated by Norman Close, Vice President, UMB Bank
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 $25.00. 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 cpgr@msn.com for more information.
Scheduled dates for 2010 Brown Bags:
February 10, 2010 - Great Gift Planning Ideas From Books You Should Know About - News You Can Immediately Use to Help Reach Your 2010 Goals Daniel P. Harris, Vice President, Charitable Consultant - Wells Fargo Charitable Management GroupApril 21, 2010 - Linking Today to Tomorrow: Legacy Prospecting & Planned Giving Officer Development - David C. Hall, Senior Development Officer, American Humane Association & Gloria Jara, Planned Giving Associate, Morris Animal Foundation
August 26, 2010 - Bridging the Gap: Connecting Fundraisers and Donors to Professional Advisors - Panel Discussion
October 13, 2010 - Protecting your Charity's Rights as the Beneficiary of a Trust or Estate - Philip V. Keenan, Attorney, Ambler & Keenan, LLC, J.D., CPA, CFP
November 10, 2010 - Open Forum- Facilitated by Daniel P. Harris, Vice President, Charitable Consultant - Wells Fargo Charitable Management Group and will include Marsha Dawe, University of Colorado Foundation; Vickie Wilson, Denver Museum of Nature & Science; Leslie Schaeffer, The Children’s Hospital Foundation; and Gary Stone, The Salvation Army
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 $25.00. 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.
February 25, 2010 - Investment Outlook for the Next Five Years - Scott Middleton, CFA, CIMA®, Principal, Director -- Investment Committee Innovest Portfolio Solutions
Thanks to our Technical Series Sponsor - Northern Trust
Summer Symposium 2010
Wednesday, June 23 & Thursday, June 24, 2010
CPGR 22nd Annual Summer Symposium
Inverness Hotel and Golf Club, Englewood, CO MORE INFORMATION
For sponsorship opportunities contact Jody Phillips at Jphillips@yacenter.org
22nd National Conference on Planned Giving
Wednesday, October 13 Saturday, October 16, 2010
22nd National Conference on Planned Giving
Gaylord Opryland & Convention Center, Nashville, Tennessee
Go to pppnet.org for more information.