CPGR 2008 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 over 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 six categories:

1. Summer Symposium, to be held on Wednesday & Thursday, June 25th & 26th, 2008 (many opportunities available);
2. Educational Seminars (May 08 opportunity available);
3. Brown Bag Educational Seminar Programs ; (SOLD Pathways Non Profit Solutions) and
4. Technical Series Program (SOLD Northern Trust).

Information on each sponsorship opportunity is provided below.

1. Summer Symposium

Each summer, the Colorado Planned Giving Roundtable holds a high quality, full day, educational conference for gift planning professionals. The 2008 conference will be held on Wednesday, June 25 & Thursday, June 26, 2008.

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 the event was sold out, with total attendance of about 225 gift planning professionals

The speakers scheduled for the 2008 Summer Symposium are Pamela Davidson, Christopher Hoyt, Joe Bull, Scott Lumpkin, Marilyn Montgomery, Bryan Clontz, Jere Doyle, Craig Wruck, David C. Hall & Betsy Mangone.

Summer Symposium Sponsorship Opportunities:

Title Sponsor: $6,000 (SOLD Wells Fargo)
Kick-Off Reception Sponsor: $2,000 (SOLD UMB Bank)
Breakfast Sponsor: $3,500
Lunch Sponsor: $3,500 (SOLD The Denver Foundation)
Key-Note Session Sponsor: $3,500 (SOLD Wachovia Nonprofit and Philanthropic Services)
Education Track 1 Sponsor: $3,500
Education Track 2 Sponsor: $3,500 
Education Track 3 Sponsor: $3,500 (SOLD American National Bank)
Display Table Sponsors: $1,000 per table (9 Sold - Many available).
Advertising Sponsors: $250 per quarter page (Many available)
Scholarship Sponsor: $3,000 (SOLD CCS Fund Raising)

See below for details on each of these options.

The Symposium will begin with a Kick-Off Reception on the evening before the seminar. This reception will be an opportunity for attendees, speakers, and sponsors to network and visit sponsor Display Tables. Cocktails and appetizers will be served at this two-hour event.

The Symposium is divided into three educational tracks, each with three different meeting sessions. During each meeting session, participants may attend the "track" session of their choice.

Track 1: Fundamental (for gift planning novices),
Track 2: Intermediate, and
Track 3: Advanced/Techncial track.

In addition, there are three general meeting sessions:

• an Opening Session with breakfast,
• a Key-Note Session with keynote speaker, and
• a Lunch Session

There is a display area where vendors can display their products or services, advertising opportunities in our proceedings book, and links to sponsor websites from the CPGR website. Scholarships are offered to first-time attendees.

Summer Symposium Sponsorship Opportunities:

Title Sponsor: One @ $6,000 (Sold: Wells Fargo)

• Company name as "Presenting Sponsor" with the Planned Giving Roundtable.
• Web site listing on Colorado Planned Giving Roundtable home page with link to Title Sponsor's website.
• Company recognition in all four meeting rooms of the Summer Symposium.
• Name/logo on all publications and marketing materials for Summer Symposium.
• Signage on table at the Symposium luncheon (will seat 8-10 people).
• Back cover page advertisement in proceedings book for Summer Symposium.*
• One flyer/brochure highlighting the company inserted in packets.
• Introduction and recognition at breakfast or lunch session.
• Display table at Kick-Off Reception and in exhibit area (optional).
• Invitation for four to Kick-Off Reception the evening prior to Summer Symposium.
• Summer Symposium admission for four.

Kick-Off Sponsor: One @ $2,000 (Sold: UMB Bank)

• Name/logo on all publications and marketing materials for Summer Sympsosium.
• Web site listing as sponsor.
• Signage on table at the Symposium luncheon (will seat 8-10 people).
• Display banner in meeting room.
• Full page advertisement in proceedings book for Summer Symposium.
• One flyer/brochure highlighting the company inserted in packets.
• Introduction and recognition at Kick-Off Reception.
• Opportunity to address attendees at Kick-Off Reception.
• Display table at Kick-Off Reception and in exhibit area (optional).
• Invitation for two to Kick-Off the evening prior to Summer Symposium.
• Summer Symposium admission for two.

Breakfast Sponsor: One @ $3,500

• Name/logo on all publications and marketing materials for Summer Sympsosium.
• Web site listing as sponsor.
• Signage on table at the Symposium luncheon (will seat 8-10 people).
• Display banner in meeting room.
• Full page advertisement in proceedings book for Summer Symposium.
• One flyer/brochure highlighting the company inserted in packets.
• Introduction and recognition at Breakfast Session.
• Opportunity to address all attendees with Welcoming remarks.
• Display table at Kick-Off Reception and in exhibit area (optional).
• Invitation for two to Kick-Off the evening prior to Summer Symposium.
• Summer Symposium admission for two.

Key-Note Session Sponsor: One @ $3,500 (Sold: Wachovia Nonprofit and Philanthropic Services)

• Name/logo on all publications and marketing materials for Summer Sympsosium.
• Web site listing as sponsor.
• Signage on table at the Symposium luncheon (will seat 8-10 people).
• Display banner in meeting room.
• Full page advertisement in proceedings book for Summer Symposium.
• One flyer/brochure highlighting the company inserted in packets.
• Introduction and recognition at General Session.
• Introduce Keynote speaker.
• Display table at Kick-Off Reception and in exhibit area (optional).
• Invitation for two to Kick-Off the evening prior to Summer Symposium.
• Summer Symposium admission for two.

Luncheon Sponsor: One @ $3,500 (Sold: The Denver Foundation)

• Name/logo on all publications and marketing materials for Summer Symposium.
• Web site listing as sponsor.
• Signage on table at the Symposium luncheon (will seat 8-10 people).
• Display banner in meeting room.
• Full page advertisement in proceedings book for Summer Symposium.
• One flyer/brochure highlighting the company inserted in packets.
• Introduction and regcognition at Luncheon Session.
• Opportunity to address all attendees with Welcoming remarks.
• Display table at Kick-Off Reception and in exhibit area (optional).
• Invitation for two to Kick-Off the evening prior to Summer Symposium.
• Summer Symposium admission for two.

Track Sponsorships: 3 @ $3,500 (Tracks 1, 2 and 3) (Track 3 Sold: American National Bank)

• Name/logo on all publications and marketing materials for Summer Symposium.
• Web site listing as sponsor.
• Banner, materials, signage for entire day in the "track room".
• Display table at Kick-Off Reception and in exhibit area (optional).
• Introduction and recognition at each of the three track presentations.
• Introduce track speaker in each of three track presentations.
• Full page advertisement in proceedings book for Summer Sympsosium.
• One flyer/brochure highlighting the company inserted in packets.
• Invitation for two to Kick-Off the evening prior to Summer Symposium.
• Summer Symposium admission for two.

Display Sponsors: 12 @ $1,000 each (Sold to Crescendo Interactive, Inc., Steele Street Bank & Trust, Members Trust Company, The Robert B. Sharp Company of Colorado, Inc., The Bank of New York Mellon & The Stelter Company)

• Display table in meeting room during Kick-Off Reception the evening prior to the Summer Symposium (two hours).
• Display table in exhibit area during Symposium (entire day: 7:30AM to 4:30PM).
• One-fourth page advertisement in proceedings book for Summer Symposium ($250 value if sold separately).
• Name/logo on all publications and marketing materials for Summer Symposium.
• Invitation for one to Kick-Off Reception the evening prior to Summer Symposium.
• Summer Symposium admission for one.

Scholarships: Totaling $3,000 (Sold: CCS Fund Raising)

Scholarship are available to first-time attendees from non-profit organizations who can not afford to pay their own way.

• Introduction and Recognition from podium at General Session.
• Display table at Kick-Off Reception and in exhibit area (optional).
• Full page advertisement in proceedings book for Summer Symposium ($1,000 value if sold separately).
• Mention from the podium at quarterly meetings leading up to the Summer Symposium.
• Invitation for two to Kick-Off Reception the evening prior to Summer Symposium.
• Summer Symposium admission for two.

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).

Thursday, January 17, 2008 - Dr. Tucker Hart Adams
Colorado and the U.S. in 2008
Sponsorship fee: $2,000 (Sold: The Denver Foundation)

Thursday, March 13, 2008 - Barbara Diehl
The Role of the Board in Your Planned Giving Program
Sponsorship fee: $1,500 (Sold: US Bank)

Thursday, May 15, 2008 - William J. Moran, J.D., M.S.Ed
Fundraising Recruiting and Training
Sponsorship fee: $1,500 

Thursday, September 4, 2008 - Samuel D. Caldwell
The Old Grey Mare Ain't What She Used to Be: The Revolution in Planned Giving Marketing
Sponsorship fee: $1,500 (Sold: Fidelity Charitable Services)

Thursday, November 13, 2008 - Marc Carmichael
FAlmost Everything Gift Planners Need to Know About Income Taxes
Sponsorship fee: $1,500 (Sold: Colorado State Bank & Trust)

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).

Tehnical Series Sponsor: One @ $1,000 (SOLD:  Northern Trust)

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.

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