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 |
| Meeting Fees | |
| Members | $40 |
| Guests | $55 |
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 one-day educational conference featuring local and national gift planning experts
- Quarterly newsletter, Roundtable Review
- Colorado Planned Giving Roundtable (cpgr.org) website
- LEAVE A LEGACY® campaign and the LAL website (leavealegacy-colorado.org)
- Planned Giving Resource Center at Regis University's Dayton Library
- 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
Additional Member Benefits
- Discounted tuition for quarterly educational meetings
- Discounted registration fee for the annual Summer Symposium
- 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!