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.

• 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.

1. Summer Symposium, to be held on Wednesday & Thursday, June 25 & 26, 2008 (many opportunities available);
2. Educational Seminars (many opportunity available);
3. Brown Bag Educational Seminar Programs ;
4. Technical Series Program ;
5. Membership Directory; and
6. Website Link Sponsor (opportunities available).

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.

Title Sponsor: $6,000
Kick-Off Reception Sponsor: $2,000 (pending)
Breakfast Sponsor: $3,500
Lunch Sponsor: $3,500 (Sold: The Denver Foundation)
Keynote Session Sponsor: $3,500
Education Track 1 Sponsor: $3,500
Education Track 2 Sponsor: $3,500 (pending)
Education Track 3 Sponsor: $3,500 (Sold: American National Bank)
Display Table Sponsors: $1,000 per table (2 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.

In addition, there are three general meeting sessions:

• an Opening Session with breakfast,
• a General 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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 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.

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.

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.

The Colorado Planned Giving Roundtable hosts educational programs at various times throughout the year. We anticipate five such programs to be scheduled for 2008 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.

• 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)

 

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).

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

CPGR's Membership Directory lists members' names and contact data both alphabetically and by industry. The Directory includes information on a variety of estate and gift planning strategies, and lists a number of useful planned giving websites. It is designed to be a useful and user-friendly resource.

Membership Directory Advertising Sponsors: $1,000 per full page
As with the Summer Symposium Proceedings Directory, all advertisement prices are based on a standard page size 8½x11 printed in black. For prices with additional colors, please contact your NCPG Sponsorship Committee member. Sponsors are responsible for supplying camera-ready art. We encourage in-kind donations with prior approval.

• Full page: $1,000.
• Half page: $500.
• Quarter page: $250.
• Business card size: $125.

CPGR's website (www.CPGR.org) provides Roundtable members and others a valuable resource with up-to-date information on CPGR events and other information useful to planned giving professionals.

• Company Name & Logo on website.
• Recognition from podium at luncheons and Brown Bag meetings.

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!