Increasing the quantity and quality of charitable planned gifts in our community
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2008 Luncheon Presentations

Quarterly luncheons are $40 for members. There is a $15/$20 increase in price for non-members. Continuing Education Credits will be available.

Register online or by phone at 303-932-6168.

Thursday, January 17, 2008
Colorado and the U.S. in 2008
Tucker Hart Adams, The Adams Group, Inc. more
Sponsor: The Denver Foundation

Thursday, March 13, 2008
The Role of the Board in Your Planned Giving Program
Barbara Diehl, Manager, Gift Planning Unit, American Red Cross New York

Thursday, May 15, 2008
Fundraising Recruiting and Training
William J. Moran, J.D., M.S.Ed. President, The Moran Company

Thursday, September 4, 2008
The Old Gray Mare Ain't What She Used to Be: The Revolution in Planned Giving Marketing
Samuel D. Caldwell, President, The Planned Giving Company

Thursday, November 13, 2008
Almost Everything Gift Planners Need to Know About Income Taxes
Marc Carmichael, President, R&R Newkirk Company
Sponsor: Colorado State Bank & Trust

Brown Bag Series

Note: All CPGR Brown Bag Series Luncheons will be held at from 11:30 a.m. to 1:00 p.m. at the American Red Cross, 444 Sherman, Denver.

The Colorado Planned Giving Roundtable provides Brown Bag Educational Sessions for professionals who are new to planned giving or who are just beginning to develop a planned giving strategy within their organization. These sessions are also refresher sessions for the seasoned professional. Brown Bag sessions are led by local experts from among our membership.

There is no charge for CPGR members - non-members $15.00. Please BYOL (Bring Your Own Lunch). More information about each Brown Bag and to register online click on the date below. Contact Tina Drum at info@cpgr.org for more information.

Scheduled dates for 2008 Brown Bags:

February 20, 2008 - A Planned Giving Program on One Hour per Week - Dan Harris, Vice President, Charitable Consultant, Wells Fargo, Private Client Services

April 9, 2008 - Estate Planning 202 - Dan Rich, Executive Vice President, Steel Street Bank & Trusts

August 27, 2008 - The Conviction Conversation: Motivating People to Want to Make a Gift - Bill Eck, True North Connections, LLC

October 8, 2008 - How To Engage Your Board in Planned Gift Fundraising - Bill Albrecht, Pathways Non-Profit Solutions

November 20, 2008 - How to Talk with Planned Giving Donors - Jim Gumpert, Boys & Girls Clubs of America & Paul Jonas, American Red Cross

Thanks to our Brown Bag Sponsor - Pathways Non-Profit Solutions

Technical Series

Please join us for a chance to learn from some of our "local experts" and for a networking opportunity between advisors and fundraisers. The location is in Northern Trust's community room at 16th Market Square (1573 Market St.). Parking is available under the building (enter from Market Street) at participant's expense. Seating is limited to 25 at the table (first come first served) and 15 in chairs.

There is no charge for CPGR members - non-members $15.00. Please BYOL (Bring Your Own Lunch). For more detailed information about the upcoming session and to reserve your space click on the date you plan to attend.

Scheduled dates for 2008 Technical Series:

February 26, 2008 - Philanthropy and Working Through the Family Dynamics - John A. Warnick, Attorney, Holme Roberts & Owen LLP

Summer Symposium 2008

Wednesday, June 25 & 26, 2008.
CPGR 20th Annual Summer Symposium
Inverness Hotel and Golf Club, Englewood, CO.

For sponsorship opportunities contact Jody Phillips at Jphillips@yacenter.org

20th National Conference on Planned Giving

Wednesday, October 22 through Saturday, October 25, 2008
20th National Conference on Planned Giving
Hyatt Regency Denver, Colorado
Go to www.ncpg.org for more information.

 
     
Colorado Planned Giving Roundtable