Colorado Planned Giving Roundtable
Inspiring our community to increase the quantity and the quality of charitable planned gifts to nonprofit organizations through quality education, increased awareness, and networking opportunities.
About Colorado Planned Giving Roundtable
The Colorado Planned Giving Roundtable (CPGR) is a regional nonprofit forum that brings together gift planning professionals, nonprofit fundraisers, and professional advisors to strengthen legacy giving across the Rocky Mountain region. CPGR delivers continuing education, networking, and practical resources that help nonprofits and advisors develop sustainable planned-giving strategies.
CPGR operates as a 501(c)(3) nonprofit and has run membership programs, an endowment fund, scholarships, and awards to support professional development. In recent years the organization has continued to expand programming (including webinars, office hours, and its Summer Symposium), launched DEI-focused initiatives, and maintained ongoing funds such as an endowment held at The Denver Foundation and scholarships for symposium attendees.
Notable achievements
Longstanding regional presence
Established in the 1980s and operating as a dedicated planned-giving forum and 501(c)(3) organization for decades, CPGR has become a recognized hub for gift-planning practice in Colorado.
Endowment and legacy partner program
Created an endowment fund (held at a community foundation) and a Legacy Partner program to secure multi-year support and encourage planned gifts to sustain CPGR’s mission.
Professional awards and scholarships
Operates targeted funds such as the Paul Jonas Emerging Leadership Award and Symposium scholarships to cultivate emerging leaders and expand access to CPGR education.
At a glance
- EIN
- 84-1241600
- Location
- Pine, CO
- Website
- cpgr.org
- On Mahalo since
- November 2025
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