How To Join
Membership
Membership in the Colorado Planned Giving Roundtable allows interested gift and estate planners opportunities to increase their core competencies. In addition, by networking with other like-minded professionals, informal relationships with other gift and estate planning professionals emerge.
| Annual membership dues | $75 |
| Luncheon Program Fees | |
| CPGR Members | $40 |
|
Non Members |
$55 - $60 |
| Summer Symposium | |
| CPGR Members | $175 |
| Non Members | $205 |
| Brown Bags & Technical Series | |
| CPGR Members | FREE |
| Non Members | $25 |
Benefits Provided by CPGR
- Quarterly educational meetings that provide members and guests an opportunity to further develop their gift planning competency
- Annual Summer Symposium, a 1 1/2 day educational conference featuring local and national gift planning experts
- E-Newsletter
- Colorado Planned Giving Roundtable (cpgr.org) website
- LEAVE A LEGACY® campaign and the LAL website (leavealegacy-colorado.org)
- Many 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
- Scholarship opportunities
- Job announcement notifications
- Opportunities to support the gift planning profession through volunteer service
Additional Member Benefits
- Discounted tuition for quarterly educational meetings
- Discounted registration fee for the annual Summer Symposium
- Online Membership directory
- Membership in one of the oldest, largest, and most progressive Planned Giving councils in the entire country
Click here for information on how to complete our membership form!