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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.

2011 Membership Brochure

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!

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