Colorado Planned Giving Roundtable Annual Meeting & Luncheon

Dini Spheris is proud to be a sponsor of the 2019 Colorado Planned Giving Roundtable (CPGR) Annual Meeting & Luncheon. This year’s luncheon is being held on November 7 at 11:15 a.m. a the Denver Country Club. The Mission of the Colorado Planned Giving Roundtable is to inspire its community to increase the quantity and the quality of charitable planned gifts to nonprofit organizations.

Katy Herbert Kotlarczyk and Gordon Trafton will be presenting Donor Insights: Why Planned Gifts Remain Secret. A few of the takeaways from the presentation include: understanding the reasons why some donors prefer not to share information about their estate gift with their favorite charity, how planned gift documentation is viewed from a donor’s versus charity perspective and how donors would like a charity to respond when they express hesitations in sharing information about their planned gift.

For additional information on this event, including registration details, click here.