Colorado Planned Giving Roundtable

08/08/2025

August VIRTUAL Coffee Chat: "Donor Discovery at Scale: Growing Major and Planned Gifts with Surveys, Automation and Tech"

The dynamics of fundraising are shifting. Nonprofits must recognize they operate within dual models: transactional and relational. While transactional models offer quick wins with clear metrics, relational fundraising requires a long-term commitment to building lasting donor relationships.
Presenter: Jeff Giannotto, iMarket Smart

To learn more about this program click here:https://higherlogicdownload.s3.amazonaws.com/AFPNET/f7b718f9-fafa-4fd0-8bd8-b1d4c4a22b93/UploadedImages/Education_Programs_-_Coffee_Chats/8_12_25_Coffe_Chat_Info.pdf

VIRTUAL EVENT REGISTER here: https://lp.constantcontactpages.com/ev/reg/sytspt4?source_id=461f4240-99eb-427b-a842-00c413096cb1&source_type=em&c=&source_id=e813d514-52e3-4eb2-a917-8a149accd6f5&source_type=em&c=fmrpj-0GEZ8mKtFvQtupdt9jCQmWd7vejUJ-SHdWrr3DZPA5qtQY3g==

01/15/2025

Join us on LinkedIn through this link - https://www.linkedin.com/company/28627534/admin/dashboard/

See you there!

11/07/2024

Join CPGR on Thursday, November 14th for a Special Presentation:

"Data-Informed Gift Planning: Using Research to Engage Donors and Strengthen Your Program"

In the fall of 2019, the Giving USA Foundation released its groundbreaking report, "Leaving a Legacy: A New Look at Planned Giving Donors." This important resource, along with the American Council on Gift Annuities' (ACGA) recent survey on charitable gift annuities, offers invaluable data that can significantly enhance gift planning efforts. However, both reports have been somewhat overshadowed by the COVID-19 pandemic.

Now, it’s time to revisit these critical insights.

In this session, Joe Bull will explore how planned giving professionals can leverage these research findings to boost donor engagement, refine gift planning strategies, and ultimately strengthen their programs. Whether you're just getting started or looking to elevate your approach, you’ll leave with actionable, data-driven strategies to better serve your donors and enhance your gift planning outcomes.

Don’t miss this opportunity to learn how to use research to take your gift planning program to the next level!

https://cpgr.org/events/EventDetails.aspx?id=1890807&group=

10/17/2024

Join AFP Colorado Chapter for a private screening of UnCharitable on October 24th!
Everything you know about change… is about to change. UnCharitable uncovers the realities of philanthropy and introduces a radical new way of giving. In an emotional call to action, this powerful film demands that charities be freed from traditional constraints to truly change the world. Don't miss this timely and crucial documentary!

When: Thursday, Oct 24th
Where: Cleo Parker Robinson Dance Academy
Time: 2:00 PM - 4:00 PM
Cost: AFP Members: $15 Gen. Admission: $20
Tickets: https://lp.constantcontactpages.com/ev/reg/9hf5ahr

10/16/2024

Save the dates for next year - August 5 & 6, 2025

CPGR had a very successful Summer Symposium in August. Save the dates to join us August 5 & 6, 2025.

10/14/2024

Kim Huey, Planned Giving Officer at InterVarsity Christian Fellowship in Tampa Florida, attended CPGR's 2024 Summer Symposium in August. I recently reached out to find out why and here is what she said.

“Unable to attend the upcoming CGP conference in my home state of Florida, I was looking for a similar experience. The reputation of CPGR's Summer Symposium is known far and wide, and it came highly recommended by several colleagues. Boy, did it not disappoint! I felt like I was attending a mini version of CGP's national conference. I was very pleased and impressed with the quality of the presentations and the depth of discussion. Thanks to CPGR for putting on such an outstanding symposium—it was absolutely worth my time to trek from Florida to Colorado.”

Thank you, Kim, for joining us! You are always welcome in Colorado, and we hope you are doing well after the recent devastating hurricane.

10/04/2024

We Celebrate Hannah Yaritz, CPGR's 2024 Volunteer of the Year!!
As Senior Vice President at CCS Fundraising, Hannah has dedicated her time and expertise to CPGR for many years. Her unwavering commitment and passion for our mission truly set her apart. Congratulations and thank you, Hannah, for all that you do! We appreciate you!

09/29/2024

Last week, CPGR hosted its second Annual Thank-You Celebration Networking Event, and what a fantastic gathering it was! We are incredibly grateful for our amazing volunteers and supporters who make our mission possible.

Thanks to your dedication, CPGR inspires our community to enhance the quantity and quality of charitable planned gifts to nonprofit organizations.

Regrettably, I wasn’t able to capture everyone in photos—Dale Zschoche, your absence was felt. We look forward to many more successful events together and hope to see you there!

09/24/2024

Last but certainly not least, a heartfelt thank you to all the incredible CPGR volunteers who made our 2024 Summer Symposium truly spectacular! 🌟 Your unwavering dedication to inspiring our community and advancing the impact of charitable planned gifts is nothing short of remarkable. The people at CPGR make it the fabulous organization that it is today.

We are immensely grateful to each of you. Volunteers are the heartbeat of our mission, and your commitment helped transform this year’s symposium into an unforgettable experience. Thank you for your enthusiasm and partnership as we work together to create a brighter future! 🌟

09/17/2024

What made our 2024 Summer Symposium truly spectacular? The incredible lineup of speakers! 🌟 Their dedication to inspiring our community and advancing the impact of charitable planned gifts was nothing short of remarkable.

A heartfelt thank you to each of our speakers. Your commitment to our mission helped make this year's symposium an unforgettable experience. We're grateful for your partnership and enthusiasm in shaping a brighter future together. 🌟👏