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

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Co-chair Maura Ridge with the National MS Society, left, and Sara Knowles, CPGR Board Vice President and Director of Philanthropic Planning for the American Humane Association Tina Drum, Organizational Manager and Michele Littel, Accountant 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.” Karen Wibrew, of the Tennyson Center, chats with Frank Porter, of PG Calc Incorporated, an event sponsor Craig Wruck, Director of Client Development for Kaspick & Company, is Past President of the National Committee on Planned Giving (NCPG) and currently chairs its Government Relations Committee. Co-Chairs Gina Taranto, Development Associate for the University of Colorado Foundation Leeds School of Business, left, speaker Craig Wruck and Maura Ridge
Betsy Mangone answers questions after her seminar John Burtness, of the National Jewish Medical Center, with Rick Sullivan, V.P. of Development and Planning for Regis Jesuit High School, and James E. Gumpert, Co-Chair of Leave a Legacy and Regional Director for the Boys & Girls Clubs of America. David C. Hall, Co-Chair of Programs, and Director of Planned Giving for The Salvation Army James E. Gumpert, left, Lyda Wright, Symposium Committee member and Director of Gift and Estate Planning for Iliff School of Theology, and Michael Donegan, former CPGR Board President and VP of Development American Lung Association
9News Health Fair Director of Development Susan Evans, left, with Micheal Donegan and Sara Knowles Carmen M. Neu, Neu and Company, with Mary Kreutzer, Resources for Nonprofits Sarah Harrison, Vice President of Advancement at The Denver Foundation and Diane E. Carabello, Co-Chair of the Brown Bags programs and Director of Development the Legal Center. Ross Thompson, Senior Vice President of American National Bank, left, Marie Dawson, Vice President/Trust Officer for US Bank, Sara Knowles and Daniel Rich, Senior Vice President of American National Bank
Marilyn Milgrom with the National MS Society and speaker Robert Lew, President of Planning and Financial Advisors and former member of NCPG board of directors Daniel Harris, Director of Major Gifts and Planning Giving for LMC Community Foundation, with Robert Lew and Bill Welch of Guaranty Trust Attorney at Law Joseph O. Hodges Jr. with Edy Hughes, Co-Chair, Brown Bags and The Hughes Group, LLC Speaker Jeff Comfort, Senior Director of Planned Giving at Georgetown University and former chair of the board of NCPG, left, with Marcia Ashton, President of CPGR Board and Director of Individual Gifts for the Denver Museum of Nature and Science.
Shari Fox, Director of Gift Planning for the University of Cincinnati Foundation with John Van Veen, of the LMC Community Foundation Barbara Cole, V.P. Trust Team Leader for Investment Management & Trust, left, Peggy Toal, V.P. for Investment Management & Trust, and Lisa Roberts, SVP and Sr. Regional Trust Manager for Investment Management & Trust Wells Fargo Bank Daniel Harris, Director of Major Gifts and Planning Giving for LMC Community Foundation Sara Knowles and Michael Donegan take a moment to relax
Speakers Robert Lew, left, Betsy Mangone and Joe Bull, Director of Planned Giving at The Ohio State University. Barbara Berv, Senior Philanthropic Planner for The Denver Foundation, left, with Sally Woods, Vice President of CoBiz (Colorado Business Bank) Private Asset Management Jennifer Hampton, Development Director of Swallow Hill Music Association, and Stephen Bond Garvan, Garvan Management Marcia Ashton President of CPGR Board confers before lunch
Enjoying lunch and networking Marcia Ashton, President of CPGR Board, welcomes attendees to the lunch break Marcia Ashton hugs CPGR Volunteer of the Year Gordon Smith, Director of Planned Giving for the National Jewish Medical and Research Center Betsy Mangone introduces keynote speaker Joe Bull, Director of Planned Giving for Ohio State University and Chair of the Board of NCPG
Joe Bull talks about “NCPG and Good Givin’ Gone Bad.” Marcia Ashton thanks Joe Bull Marcia Ashton, left, and Barbara Cole, Trust Team Leader, Wells Fargo Bank Susan Swern, Development Director for the Kempe Children's Foundation, left, talks about the presentation with Consultant Cheryl Bezio-Gorham, former Development Director of the Colorado Association of Nonprofit Organizations.
Serious talk and networking after the presentations 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. Speakers Scott Lumpkin, Associate Vice Chancellor at the University of Denver, founding member and past president of CPGR and Shari Fox, Director of Gift Planning, The University of Cincinnati Foundation 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, left, with Craig Wruck, Director of Client Development, Kaspick & Company, presenting, , “Valuing Gifts and Gift Agreements: The Ode to Joy…A Symphony for a More Closed Harmonious, Planned Gifts.” 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?” Maura Ridge, Sara Knowles and Gina Taranto huddle over one of the many details that make this a great Symposium The Dream Team of Maura Ridge, Gina Taranto, Tina Drum, Sara Knowles and Michele Littel
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