Increasing the quantity and quality of charitable planned gifts in our community
Go to CPGR home page
Programs Resource Center About CPGR Leave A Legacy  
 
Opportunities
   
CPGR has a number of volunteer opportunities available to anyone interesting in lending a hand. This is a great way to get involved with the Roundtable. If you are interested in serving on one of our many committees please contact Tina Drum at info@cpgr.org. Below is a short description of each of our committees.

2007 CPGR Committees

Brown Bags
This small group educational series is designed for people who are new to planned giving.

Edy Hughes, CO-Chair
The Hughes Group, LLC
(303) 329-6005
Email: edy@thehughesgroupllc.com
Paul Jonas, CO-Chair
American Red Cross
(303)607-4737
Email: pjonas@denver-redcross.org

Finance and Investment
Our association of professionals is only as good as what we can afford for our members. Finance specifically monitors our budgeting process for all of our member's programs and assures its volunteer board that the monies raised for our educational opportunities is safe, well spent and appropriately recorded. Our ambition is to continue serving our membership, our every growing membership, with the very best of personal and professional growth/educational opportunities. Our solid and safe financial position assures the delivery of that promise.

Norm Close, Chair
American National Bank
(303) 394-5036
Email: nclose@anbbank.com
 

LEAVE A LEGACY®
The primary goal of LEAVE A LEGACY® is to help potential donors better understand how an estate gift can profoundly impact a favored non-profit organization. Through such understanding, we hope to increase both the quantity and quality of estate or "planned" gifts. LEAVE A LEGACY® also represents a relationship between individual donors, non-profit professionals, and for-profit advisors.

The primary work of the committee is to design and implement a public awareness campaign through various media and in partnership with our community partners. A website link has been developed to provide basic information to donors and community partners. We invite you to visit our website by clicking on the LEAVE A LEGACY® link on the top navigation bar above

Donna Heath, Co-Chair
Domincian Sisters Home Health Agency
(303) 322-1413, x22
Email: dheath@dominicansisters.org
Kathy Pollicita, Co-Chair
The Entrepreneur's Source
(303)661-3036
Email: kathy.esource@comcast.net

Marketing
Develop communications efforts of the Roundtable among its membership and the financial community, including the Planned Giving web site.

Russ Shaw, Chair
Regis University
(303)964-5329
Email: jshaw@regis.edu
 

Membership
The Membership Committee encourages program guests to consider joining by presenting the many benefits of membership and by helping them to feel welcome. Once a member, retention is accomplished through orientation, communication, involvement with a committee of choice, and providing ongoing programs of interest.

Gordon P. Smith, Chair
National Jewish Center
(303) 398-1049
Email: jshaw@regis.edu
 

Programs
Organize and present bi-monthly educational programs for Roundtable members and guests.

Shauna Levinson, Co-Chair
Bonfils Blood Center Foundation
(303) 447-6517
Email: shauna_levinson@bonfils.org
Michael Donegan, Co-Chair
American Lung Association of Colorado
(303) 847-0278
Email: mdonegan@lungcolorado.org

Sponsorships
Seek and obtain corporate and foundation sponsorships for Roundtable programs, materials, and projects. Maintain relationships with sponsors and prospects.

Daniel Harris, Co-Chair
Wells Fargo, Private Client Services
(720)947-6775
Email: Daniel.P.Harris@WellsFargo.com
Jody Phillips, Co-Chair
Young Americans Center for Financial Education
(303) 321-2265
Email: jphillips@yacenter.org

Summer Symposium
Coordinate Annual Summer Symposium, a one-day educational conference featuring local and national gift planning experts.

Gina Taranto ,CO-Chair
University of Colorado Foundation
(303) 492-6017
Email: gina.taranto@cufund.org
Vickie M. Wilson Ph.D., CO-Chair
Denver Museum of Nature & Science
(303)370-8251
Email: vwilson@dmns.org

Nominating
This committee is responsible for developing a slate of nominees for the board of directors. The committee seeks to provide candidates that would add balance, diversity, and expertise to the board. The President-elect serves as an ad hoc member of the committee. The immediate past President serves as chair and is responsible for recruiting the committee members.

Sara M. Knowles
(303)292-6500 ext. 117
Email: sknowles@centralcityopera.org
 

Back to top

 
     
Colorado Planned Giving Roundtable