CPGR 2012 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 350+ 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:

1. Summer Symposium, to be held on Wednesday & Thursday, June 20 & 21, 2012 (many opportunities available);
2. Educational Seminars ;
3. Brown Bag Educational Seminar Programs ; (SOLD Pathways Non Profit Solutions & Prosperion Financial Advisors) and
4. Technical Series Program (SOLD American National Bank ).

Information on each sponsorship opportunity is provided below.

1. Summer Symposium - Print Flyer

Event Overview
The 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 1 1/2 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:

In addition, there are two general sessions attended by all participants:

• Keynote Session with keynote speaker, and
• Networking Lunch

2012 Summer Symposium Sponsorship Opportunities: Print Flyer (same flyer as above)

• Platinum Level - $4,500
• Gold Level - $3,500 
• Silver Level - $2,000
• Bronze Level - $1,000 (Many available)
• Scholarship Sponsor - $3,000
• Proceedings Book Advertising Sponsors: $500 full page; $250 per quarter page & $125 business card

2011 Summer Symposium Brochure

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 each year in addition to the Summer Symposium, which is held in June. 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 Dates & Topics:   Sponsorship Information

Wednesday, January 25, 2012 - Dr. Richard Wobbekind, Leeds School of Business at the University of Colorado
The 2012 Economic Outlook for the U.S. and Colorado
Sponsorship fee: $1,500 The Denver Foundation

Thursday, March 8, 2012 - Dennis P. Bidwell BIDWELL ADVISORS
Real Estate Gifts
Sponsorship fee: $1,500

Thursday, September 13, 2012 - Scott Lumpkin, Joe McKay & Ben Storck from Denver University
Counting, Crediting, Valuing and Evaluating: Managing a Coordinated Approach to the Numbers
Sponsorship fee: $1,500

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.

2012 Sponsorship SOLD - Thank you Pathways Nonprofit Solutions and  Prosperion Financial Advisors

Sponsorship Information

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.

2012 Sold!  Thank you American National Bank 

Sponsorship Information

For more information about these sponsorship opportunities, please contact Jonathan Fung at jonathan.fung@bernstein.com Sponsorship Co-Chair, or Tina Drum, Executive Director, CPGR (303)932-2764 or cpgr@q.com.