Opportunities

CPGR has a number of volunteer opportunities available to anyone interested in lending a hand. This is a great way to get involved with the Roundtable. If you are interested in serving on one of our many committees please contact Tina Drum at cpgr@q.com. Below is a short description of each of our committees.

2011-2012 CPGR Committees

Brown Bags

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

Finance and Investment

Our association of professionals is only as good as what we can afford for our members. Finance specifically monitors our budgeting process for all of our member's programs and assures its volunteer board that the monies raised for our educational opportunities is safe, well spent and appropriately recorded. Our ambition is to continue serving our membership, our every growing membership, with the very best of personal and professional growth/educational opportunities. Our solid and safe financial position assures the delivery of that promise.

Dan Rich, Chair 
Steele Street Bank & Trust
Ph: (303)376-3881
Email: drich@steelestreet.com

LEAVE A LEGACY®

The primary goal of LEAVE A LEGACY® is to help potential donors better understand how an estate gift can profoundly impact a favored nonprofit organization. Through such understanding, we hope to increase both the quantity and quality of estate or "planned" gifts. LEAVE A LEGACY® also represents a relationship between individual donors, non-profit professionals, and for-profit advisors.

The primary work of the committee is to design and implement a public awareness campaign through various media and in partnership with our community partners. A website link has been developed to provide basic information to donors and community partners. We invite you to visit our website by clicking on the LEAVE A LEGACY® link on the top navigation bar above

Marketing

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.

Gina Taranto, Chair 
Colorado College
(719)389-6226
Email: Gina.Taranto@ColoradoCollege.edu  

Membership

The Membership Committee encourages program guests to consider joining by presenting the many benefits of membership and by helping them to feel welcome. Once a member, retention is accomplished through orientation, communication, involvement with a committee of choice, and providing ongoing programs of interest.

Programs

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

Sponsorships

Seek and obtain corporate and foundation sponsorships for Roundtable programs, materials, and projects. Maintain relationships with sponsors and prospects.

Summer Symposium

Coordinate Annual Summer Symposium, a one-day educational conference featuring local and national gift planning experts.

Nominating

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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