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Colorado Planned Giving Roundtable

Learn about this cause: Is it Legit? Do I like the mission? What is the CEO's salary?

EIN: 841241600 ✦ Pine, CO ✦ Designated as a 501(c)(3)

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Overview

What is Colorado Planned Giving Roundtable?

The Colorado Planned Giving Roundtable is a small, nonprofit organization based in Pine, Colorado. Their primary mission is to inspire their local community to boost both the quantity and quality of charitable planned gifts to various nonprofit organizations. They achieve this goal by providing top-notch education, raising awareness, and fostering networking opportunities. Each summer, they host an annual symposium, attracting around 350 attendees, featuring both local and national gift planning experts. This event serves as a platform for knowledge exchange and networking, ultimately aiming to bolster charitable giving within their community.


Official website here: www.cpgr.org

Is Colorado Planned Giving Roundtable legitimate?

Colorado Planned Giving Roundtable is a legitimate nonprofit organization registered as a 501(c)(3) entity. Colorado Planned Giving Roundtable submitted a form 990, which is a tax form used by tax-exempt organizations in the U.S., indicating its operational transparency and adherence to regulatory requirements. Donations to this organization are tax deductible.


Heare are some key statistics you may want to consider:

Executive Compensation: $0
Professional Fundraising Fees: $0
Other Salaries and Wages: $75,870

For more financial information, click here


Official website here: www.cpgr.org

What is the mission statement of Colorado Planned Giving Roundtable?

The Colorado Planned Giving Roundtable inspires its community to enhance the quantity and quality of charitable planned gifts to nonprofit organizations. This is achieved through providing quality education, increasing awareness, and offering networking opportunities. The organization's primary goal is to accomplish this mission, fostering a culture of charitable giving that benefits various nonprofits. The Colorado Planned Giving Roundtable achieves this objective by hosting educational conferences, such as the annual summer symposium, which attracts local and national gift planning experts, attracting around 350 attendees.


Official website here: www.cpgr.org

Who is the CEO of Colorado Planned Giving Roundtable?

Jon Kraus is the Board Presid of Colorado Planned Giving Roundtable.


Official website here: www.cpgr.org

What is the revenue of Colorado Planned Giving Roundtable?

Colorado Planned Giving Roundtable's revenue in 2022 was $234,219.


Official website here: www.cpgr.org

Who are the executives of Colorado Planned Giving Roundtable and what are their salaries?

The average compensation at Colorado Planned Giving Roundtable during 2022 was $75,870. There is 1 employee and 75 volunteers at Colorado Planned Giving Roundtable.


Here are 15 key members and their salaries:


Tina Drum (Executive Di)
  • Compensation: $75,870
  • Related: $0
  • Other: $3,154
Kelli Hirsh (At Large)
  • Compensation: $0
  • Related: $0
  • Other: $0
Dean Laatt (At Large)
  • Compensation: $0
  • Related: $0
  • Other: $0
Genevieve Laca (At Large)
  • Compensation: $0
  • Related: $0
  • Other: $0
Khanh Le (At Large)
  • Compensation: $0
  • Related: $0
  • Other: $0
Jamie Mager (At Large)
  • Compensation: $0
  • Related: $0
  • Other: $0
James Marlow (At Large)
  • Compensation: $0
  • Related: $0
  • Other: $0
David Morrison (At Large)
  • Compensation: $0
  • Related: $0
  • Other: $0
Gloria Price (At Large)
  • Compensation: $0
  • Related: $0
  • Other: $0
Lynda Ricketson (At Large)
  • Compensation: $0
  • Related: $0
  • Other: $0
Maggie Stoot (At Large)
  • Compensation: $0
  • Related: $0
  • Other: $0
Brandy Bertram (Board Secret)
  • Compensation: $0
  • Related: $0
  • Other: $0
Jon Kraus (Board Presid)
  • Compensation: $0
  • Related: $0
  • Other: $0
Anita Wesley (Board Vp)
  • Compensation: $0
  • Related: $0
  • Other: $0
Hannah Yaritz (Board Treasu)
  • Compensation: $0
  • Related: $0
  • Other: $0


Official website here: www.cpgr.org

Where can I find the form 990 for Colorado Planned Giving Roundtable?

Colorado Planned Giving Roundtable's most recent form 990 was submitted in 2022 and can be accessed here.


Official website here: www.cpgr.org

Learn more at the official website: www.cpgr.org

Mission Statement of Colorado Planned Giving Roundtable

The Colorado Planned Giving Roundtable, an influential organization, strives to motivate its community to boost the quantity and quality of charitable planned gifts to various nonprofit organizations. They achieve this goal by providing high-quality education, raising awareness, and offering networking opportunities. By doing so, they aim to inspire generosity and thoughtful philanthropy within their community.

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Impact




October, 2024

The Colorado Planned Giving Roundtable significantly enhances the capacity of nonprofit organizations to secure planned gifts through tailored education and networking opportunities. By fostering awareness around the importance of planned giving, it plays a crucial role in increasing both the quantity and quality of contributions to the nonprofit sector.

With the ability to connect over 2,000 subscribers through job postings, the Roundtable facilitates valuable networking that not only helps organizations find talent but also strengthens the community of professionals dedicated to philanthropy. The quarterly educational meetings, attended by around 100 participants each, empower members to refine their gift planning skills, ensuring that they are well-equipped to engage potential donors effectively. This comprehensive approach not only benefits individual nonprofits but also enriches the overall philanthropic landscape in Colorado.




This information is meant to be a general summary of Colorado Planned Giving Roundtable. Please take the time to review official sources before making any decisions based upon the content provided here.


Financials

This financial information is from Propublica.

Revenue
$234,219 (2022)
Expenses
$222,389 (2022)
Efficiency

Other financial information:

This information is from the most recently submitted tax form from this organization, which was in 2022.

  • Investment Income: $1,470
  • Program Service Revenue: $157,453
  • Gross Receipts: $234,219

Assets and Liabilities:

  • Total Assets: $246,344
  • Total Liabilities: $139
  • Net Assets: $246,205

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Programs

Programs are reported by nonprofits in their tax forms and are normally their tax-exempt activities.

REGISTRATIONS & SPONSORSHIPS

Revenue

$121,298

MEMBERSHIP DUES FOR SERVICES

Revenue

$36,155

Organization Details

Founding Year

2010

Principal Officer

Jon Kraus

Main Address

PO BOX 547, PINE, CO, 80470

NTEE Category

Code: T502 - Philanthropy

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