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August 18, 2005 - Colorado Planned Giving Roundtable's 17th Summer Symposium

Where: Inverness Hotel & Golf Club

When: August 18, 2005


Ticket Prices: $165.00 (CPGR members); $195.00 (non-members)

Beneficiary: Colorado Planned Giving Roundtable

Presenting Sponsor(s): Wells Fargo Bank

Founders: Douglas G. Laub, Scott R. Lumpkin and Betsy A. Mangone

Co-Chair(s): Maura Ridge, Director of Donor Relations and Gina Taranto, Development Associate University of Colorado Foundation Leeds School of Business

Committee Members: Maura Ridge, Gina Taranto, James E. Gumpert, David C. Hall, Marcia Ashton, Edy Hughes , Dan Harris, Carmen M. Neu, Gloria Carlson, Nancy Thauvette, Gayle Fitzgerald, Sara Knowles, Jody Phillips, Elizabeth Lindsay-Ochoa, Tina Drum, Vickie M. Wilson, Ph.D, Lynda Wright and John Yates

President(s): Marcia Ashton, Director of Individual Gift Denver Museum of Nature and Science

Staff: Tina Drum, Organizational Manager and Michele Littel, Accountant

Welcome: Marcia Ashton

Speaker: Luncheon Speaker; Joe Bull, Director of Planned Giving for Ohio State University; chair of the board of NCPG

Sponsors: Gay & Lesbian Fund for Colorado, The Denver Foundation, LMC Foundation, First National Bank of Colorado, American National Bank, Rose Community Foundation, PG Calc Inc., CoBiz Private Asset Management and Rose Community Foundation

Quote of the evening: Clasped hands, you always reach up to those who know more, and should always be reaching down to help those who know less then you. Michael Donegan

Attendance: 400

Attire: Business Casual

Board of Directors: Marcia Ashton, Sara M. Knowles, Daniel P. Harris, Norm Close, James E. Gumpert, Philip V. Keenan, Edy Hughes, David C. Hall, Gordon Smith, Maura Ridge, Diane E. Carabello, Shauna Levinson, Stephanie Spence and H.F. Rick Riebesell

Blacktie Photos by: Marcelo Mainzer

 Allison Smith, with the American Lung Association, left, winner Gordon Smith with National Jewish, and Carolyn D. Smith, Development Coordinator of the Junior League of Denver Foundation.
Allison Smith, with the American Lung Association, left, winner Gordon Smith with National Jewish, and Carolyn D. Smith, Development Coordinator of the Junior League of Denver Foundation.

Marcelo Mainzer

One definition of roundtable is “a meeting of peers for discussion and exchange of views.” The myths and legends surrounding Arthur’s Roundtable are many but share something in common, a desire to make the world a better place. The Colorado Planed Giving Roundtable has been achieving that goal for seventeen summers.

Each year the Summer Symposium has become more successful and better attended, this is due in no small part to the culture that lives within the CPGR, it is one of teamwork, task sharing, cross training and the expectation that each individual will grow personally and professionally. Those ideals carry over into the Symposium, although a lot of friendly networking happens, in the seminar rooms the attendees are focused and intent on learning.

The Summer Symposium is acknowledged as one of the best places for Planned Giving and Major Gift Officers, as well as attorneys, financial advisors, CPA's and other estate planning professionals to hone their respective crafts and learn from others. CPGR through the Summer Symposium and its other programs maintains a cutting edge perspective on the world of Planned Giving.

This years featured speakers included Shari Fox, Director of Gift Planning for The University of Cincinnati Foundation and Former President of the National Committee on Planned Giving. Her presentation was “Planned Giving for Your Organization: Getting off those Starting Blocks” and “Planned Giving Program Design: What’s Critical, What’s Not.” Betsy Mangone, Vice President of Philanthropic Services Group for The Denver Foundation and one of the founder of CPGR, presented “Beyond the Basics-How to Successfully Navigate Planned Giving Paradigm Shifts.” Robert Lew, President of Planning and Financial Advisors and former member of NCPG board of directors presented, “The Good, the Bad and the Ugly - Life Insurance and Planned Giving.”

Scott Lumpkin, Associate Vice Chancellor at the University of Denver and founding member and Past President of CPGR presented, “Making Sense of the Numbers: a New Approach to Reporting and Counting Planned Gifts.” Craig Wruck, Director of Client Development for Kaspick & Company and Past President of the National Committee on Planned Giving (NCPG) presented, “Communicating Investment Results.”

Keynote Speaker Joe Bull, Director of Planned Giving for Ohio State University and Chair of the Board of NCPG presented, “NCPG and Good Givin’ Gone Bad.” Jeremy Stelter, Field Consultant for Stelter & Co. presented, “Using the Internet to Market Planned Giving.” Jeff Comfort, Senior Director of Planned Giving at Georgetown University and former chair of the board of NCPG, along with Craig Wruck presented, “Valuing Gifts and Gift Agreements: The Ode to Joy…A Symphony for a More Closed Harmonious, Planned Gifts.” And Jack Sawyer, Partner in the law firm of Alston & Bird LLP, Atlanta, GA and member of the Georgia Planned Giving Council presented, “Conservation Easements: Why All the Hype?”

The CPGR Summer Symposium runs three tracks of programming and while they are in session the hallways are quiet, almost subdued, when they finish simultaneously however the energy and excitement rises dramatically. When the sessions broke out for lunch, participants filled the halls, made put-off phone calls, visited with the sponsors who had set up tables, including Wells Fargo, The Denver Foundation and PG Calc Inc. and networked, networked, networked.

Realizing the value of spontaneous connections the Symposium facilitates, there were several occasions throughout the day for participants from around the country to meet each other. One of the best is over a meal. The Inverness Hotel set up lunch on the covered patio off the conference room. After all the attendees had found their tables a few gentleman helped Marcia Ashton to quiet the crowd with “attention” whistles, she admitted that she had always wanted to learn that skill. Marcia thanked, in turn, the event committee, especially Co-Chairs Maura Ridge and Gina Taranto, the board, mentioning Sara Knowles and staff, Tina Drum and Michele Little. Marcia gave her thanks to the sponsors and the speakers, asking them to rise and be recognized. A lovely surprise of the afternoon was the presenting of the CPGR Volunteer of the Year Award, this year to Gordon Smith, Director of Planned Giving for the National Jewish Medical and Research Center.

Betsy Mangone, Vice President of the Philanthropic Services Group, The Denver Foundation and one of the founders of CPGR, introduced keynote speaker Joe Bull, Director of Planned Giving for Ohio State University and chair of the board of NCPG. Bull began his talk, “Good Givin’ Gone Bad” offering “Lessons in Managing Disgruntled Donors and Unfulfilled Gifts.”

He reviewed actual cases to determine what can be learned and not repeated by other donors, charities and advisors. Joe Bull’s style is animated and moving, he was continually in action, addressing one part of the room then another, keeping everyone involved. He reviewed cases where donors became frustrated with institutions for not meeting either the letter or the spirit of the donor’s intention. He reminded attendees that the trend in the judicial system is becoming inclined to support donors in the enforcement of their wishes. Mr. Bull noted case after case where the lack of communication at the onset led to litigation later on. And the donors were not the only ones to resort to the courts; recipients also brought suits as well. Joe Bull paraphrased the old homily of real estate “location, location, location,” by saying that in donor relations, the key word is “communication, communication, communication.”

The CPGR fosters communication in many ways beyond the Summer Symposium, through out the year they produce seminars with invaluable information for the planned giving community. Their programs include Quarterly Luncheon Presentations; 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; Nonprofit Lunch Programs, where participants learn from "local experts" for a networking opportunity between advisors and fundraisers.

In every era of paradigm shift, there are people and organizations that are way ahead of the crowd. They are the ones who have the vision to see what is ahead and the courage to lead the way. The Colorado Planed Giving Roundtable is such an organization in bringing together, “a meeting of peers for discussion and exchange of views.” They may not wear suits of armor but they are heroes.

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