Colorado Planned Giving Roundtable

Know someone who has a great topic to present on related to charitable gift planning? Have them submit a proposal to speak at the 2025 Colorado Planned Giving Roundtable Summer Symposium! #plannedgiving #philanthropy https://lnkd.in/gAYaxKpa

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://lnkd.in/gsGeanpT

Enjoying the CGP Conference with Jeremy Stelter and the whole Stelter crew!

Save the dates for next year - August 5 & 6, 2025 https://lnkd.in/gPe6n8Hr

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.

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! #volunteers #plannedgiving

Last but not least, a heartfelt thank you to all the incredible CPGR volunteers who made our 2024 Summer Symposium a resounding success! ?? Your dedication to inspiring our community and advancing the impact of charitable planned gifts was truly remarkable. The people at CPGR are what make this organization truly fabulous. We extend our deepest gratitude to each volunteer. Your commitment to our mission is what keeps the world turning. Thanks to your passion and enthusiasm, this year's symposium was an unforgettable experience. Together, we are shaping a brighter future! ??

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. ???? #CPGR2024 #ThankYou

New Opportunity at CPGR: CPGR 2025 DEI Fellowship Program We encourage you to apply for the DEI Fellowship Program which includes: a complimentary one-year CPGR membership ($125 value), attendance to all CPGR educational programs at the discounted member rate, use of CPGR resources, opportunity to grow their professional network, chance to join a CPGR committee, and invitation to attend an exclusive CPGR DEI Fellowship networking event. If you are or know someone that helps secure planned gifts for diverse-led and serving organizations, please encourage them to apply for a CPGR DEI Fellowship. Information can be found at https://lnkd.in/g9SMMTmc.

We extend our heartfelt gratitude to all of our sponsors for your generous support of the CPGR 2024 Summer Symposium. Your dedication to inspiring our community and enhancing the impact of charitable planned gifts is truly commendable. Your partnership has played a vital role in making CPGR's 2024 Summer Symposium an unforgettable experience, and we deeply appreciate your commitment to our shared mission. Here’s to a successful event and many more opportunities to collaborate and achieve great things together! #plannedgiving