CPGR 2010 Sponsorship Opportunities
Colorado Planned Giving Roundtable (CPGR) is a nonprofit organization that provides a resource forum to facilitate gift planning in the Rocky Mountain region. The CPGR has 300+ members, including nonprofit planned giving officers, attorneys, CPAs, financial advisors, and bank trust officers. (Our membership is approximately 1/3 professional advisors, and 2/3 nonprofit executives.) Our mission is to increase the quantity and quality of charitable planned gifts in our community. We accomplish this through providing quality educational programs, raising public awareness, and offering networking opportunities within the Colorado gift planning community.
Members of the CPGR community:
- Are great talkers, and will spread the word about our sponsors' products and services; and
- Are in positions that control or influence buying decisions in the nonprofit, financial, and legal services arenas. CPGR is a nonprofit organization, and depends on the generous support of our sponsors for a large part of its operating budget. When you become a partner of CPGR as a sponsor, your advertising dollars will go a long way in the Colorado marketplace. We look forward to speaking with you about your sponsorship needs.
Sponsorship opportunities fall into four categories:
- Summer Symposium, to be held on Wednesday & Thursday, June 23rd & 24th 2010 (many opportunities available);
- Educational Seminars (many opportunities available);
- Brown Bag Educational Seminar Programs ; (SOLD Pathways Non Profit Solutions) and
- Technical Series Program (SOLD Northern Trust).
Information on each sponsorship opportunity is provided below.
1. Summer Symposium - Print Flyer
Each summer, the Colorado Planned Giving Roundtable holds a high quality, full day, educational conference for gift planning professionals. The 2010 conference will be held on Wednesday, June 23 & Thursday, June 24, 2010.
Attendees include nonprofit planned giving officers, attorney, CPAs, financial advisors, and bank trust officers. The event is highly publicized with sponsors' logos on all conference materials. The program also offers continuing education credits (CEUs) for estate planning professionals (attorneys, CPAs, and CFPs). In 2003, 2004, 2005, 2006, 2007 & 2008 the event was sold out, with total attendance of about 225 gift planning professionals
The speakers scheduled for the 2010 Summer Symposium are Penelope Burk, Bill Sturdevant, Craig Wruck, Larry Stelter, Jack Sawyer, Buie Seawell, Damon Welchel, Scott Lumpkin, and a panel discussion featuring local experts, David C. Hall, Vickie Wilson and Kristin Dugdale.
Event OverviewThe Symposium begins with an optional bonus “boot camp” program Wednesday morning to bring beginners up to speed, followed by the Kick-Off Program and Pre-Conference Networking Reception, both the day before the full-day seminar. The reception will be an opportunity for attendees, speakers, and sponsors to network and visit sponsor Display Tables. Cocktails and appetizers are served at this two-hour event.
The Symposium is divided into three educational tracks, each with three different meeting sessions. During each break-out session, participants may attend the “track” of their choice:
• Fundamental
• Intermediate
• Advanced / Technical
In addition, there are two general sessions attended by all participants:
• Keynote Session with keynote speaker, and
• Networking Lunch
2010 Summer Symposium Sponsorship Opportunities:
Platinum Level - $4,500
Platinum Level sponsors receive the broadest array of recognition in front of the widest possible audiences at the Summer Symposium. Platinum sponsors receive recognition in front of the entire group of attendees at the Networking Reception on Wednesday evening and at both the Keynote Session and the Luncheon on Thursday for a total of three different opportunities for recognition.
The Platinum sponsor will also receive premium marketing benefits including prominent name/logo placement in printed materials and meeting room signage, a display table in the exhibit area, and four admission tickets to the Summer Symposium.
Gold Level - $3,500(Two Sold – The Denver Foundation & US Bank)
Gold Level sponsors receive recognition at one of five group settings at the Symposium: the Networking Lunch (sold), with Keynote Session (sold), or one educational track composed of three sessions each: Advanced/Technical, Intermediate, or Fundamental.
Silver Level - $2,000 (Both Sold – The Office of Gift Planning ~ Colorado State University & UMB Bank)
Silver Level sponsors receive a choice of recognition at either the Kickoff Program Reception or at the Introductory Session, both held the first day of the Symposium.
Bronze Level - $1,000 (Some sold, many available)
Bronze Level sponsors receive display tables in a centrally-located display area where they may display their products or services and interact with Symposium attendees.
Scholarship sponsors will have their logo on the CPGR website receive, a one-fourth page advertisement in proceedings book, their name on all publications and marketing materials and one invitation to the Kick-Off Reception the evening prior to Summer Symposium and Summer Symposium admission for one.
Each Platinum, Gold, and Silver sponsor will receive the following benefits in addition to recognition at the speakers/sessions of their choice:
• Name/logo on all publications and marketing materials for Summer Symposium.
• Logo and link to website from CPGR home page.
• Banner, materials, signage for entire day in the "track room."
• Display tables at exhibit area.
• Introduction and recognition at session sponsored.
• Introduce speaker(s) for sponsored session.
• Flyer/brochure highlighting the company inserted in packets.
• Summer Symposium admission for two. (Platinum receives four admissions)
Proceedings Book Advertising Sponsors: $250 per quarter page
All advertisement prices are based on a standard page size 8½x11 printed in black. For prices with additional colors, please contact your CPGR Sponsorship Committee member. Sponsors are responsible for supplying camera-ready art. Advertising Sponsors of $1,000 or higher are invited to the Kick-Off Reception the evening prior to Summer Symposium. We encourage in-kind donations with prior approval.
- Back cover: $2,000.*
- Front or back inside cover: $1,500.
- Full page: $1,000.
- Half page: $500.
- Quarter page: $250.
- Business card-sized: $125.
*NOTE: Title sponsorship includes back cover advertisement in Proceedings Book.
2. Educational Seminars
The Colorado Planned Giving Roundtable hosts educational programs at various times throughout the year. We anticipate five such programs to be scheduled for 2006 in addition to the Summer Symposium, which is held in August. These programs cover topics of interest to all of our members, regardless of level, from novice gift planner to professional advisor. Most of these programs offer continuing education credits (CEUs). Attendance at the programs varies from 85-160 people depending on the speaker, the topic, and time of year. Over the years, our educational seminars have featured some of the most prominent speakers in the country.
Educational Seminar Sponsors: Five Seminars @ $1,500 - $2,000 each
See below for additional information.
- Company Name & Logo on all marketing material and on website.
- Free attendance to meeting for two representatives.
- Recognition from podium.
- Opportunity to introduce the featured speaker.
- Banner and Materials at meeting (at sponsor's option).
Tuesday, January 19, 2010 - Dr. Tucker Hart Adams
The Colorado Economy: How Did We get Here and Where Are We Headed
Sponsorship fee: $1,500 The Denver Foundation
Thursday, March 25, 2010 - Sandra Henningsen
New Decade of Donors & Will your Will be Known
Sponsorship fee: $1,500
Thursday, May 27, 2010 - Phil Purcell, JD
Evening Networking Event
How to Integrate Annual, Planned and Major Giving
Sponsorship fee: $1,500
Thursday, September 16, 2010 - Bob Shafis
Using Volunteers in Your Planned Giving Program
Sponsorship fee: $1,500 (Sold: Colorado State Bank & Trust)
Thursday, November 18, 2010 - Panel facilitated by Norman Close
Case Studies in Ethics
Sponsorship fee: $1,500
Back to Sponsorship Opportunities List
3. Brown Bag Educational Seminar Program
The Brown Bag program is intended for individuals who are new to the planned giving community or who have, as part of their job responsibilities, planned giving activities. These small group meetings are informal and conducive to the exchange of ideas and information about planned giving. Preliminary topics include Integrating Planned Giving into your Annual Giving Program and Charitable Gift Annuities. Please see our Home Page for a current schedule.
Brown Bag Sponsor: One @ $750 (Sold: Pathways Non-Profit Solutions)
- Company Name & Logo on all marketing material and on website.
- Recognition from podium at luncheons and brown bag meetings.
- Introduction of featured speaker (optional).
- Banner and Materials at meeting (at sponsor's option).
4. Technical Series
This program is designed to highlight the work that professional advisors (attorneys, accountants, financial planners, and trust officers) do to support gift planning in our community.
- Company Name & Logo on all marketing material and on website.
- Recognition from podium at luncheon meetings.
- Introduction of featured speaker (optional).
- Banner and Materials at meeting (at sponsor's option).
For more information about these sponsorship opportunities, please contact Jody Phillips (303-321-2265) or Jphillips@yacenter.org Sponsorship Co-Chair, or any member of the Sponsorship Committee.
Click here for information on how to complete our membership form!