AFp Southern Colorado Chapter

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CPGR Presents: The Revolution in Planned Giving Marketing

  • 04 Sep 2008
  • 11:00 AM - 1:30 PM
  • Denver Country Club, Denver CO 80218


The Colorado Planned Giving Roundtable
is proud to announce an educational opportunity 

Presented by

Samuel D. Caldwell
President, The Planned Giving Company

The Old Gray Mare Ain't What She Used to Be: The Revolution in Planned Giving Marketing

Thursday, September 4, 2008

Please register by Friday, August 29th on-line at or call (303) 932-6168

Outside the Metro area? This session may be held via web and phone in your area. Contact for more information.

Time & Location
11:00 a.m. - 1:30 p.m. (11 a.m. – Registration / 11:30 a.m. – Lunch / 12 noon – Program)
Denver Country Club, Denver CO 80218
$40.00 CPGR members: $55 non-CPGR members

The Old Gray Mare Ain't What She Used to Be: The Revolution in Planned Giving Marketing
Think you know who your planned giving prospects are? You may want to think again! Think the best way to reach your prospects is through newsletters and brochures? You may want to think that one over, too! Focused on the old and/or the wealthy? Another assumption you may want to reconsider!  Hear some surprising facts and insights that could change your thinking about how you identify planned giving prospects and market planned gifts in your institution. Hear the latest on new and exciting developments in the field, including a new model for deferred gift campaigns. Whether you are a seasoned professional or new to charitable gift planning, you will not want to miss this thought-provoking session.

Samuel D. Caldwell, President - The Planned Giving Company
Nationally recognized for his innovative leadership in planned giving, Sam Caldwell has 16 years of front-line fundraising and charitable gift planning experience, including as Director of Planned Giving at The Lawrenceville School near Princeton, NJ, and The Children’s Hospital of Philadelphia.  A graduate of Amherst College (B.A.) and Earlham School of Religion (M.Div.), Sam is founder and President of The Planned Giving Company, a full-service provider of planned giving marketing and consulting services to non-profit organizations nationwide, and co-founder of Virtual Giving, Inc., a provider of planned giving websites.  He speaks widely on planned giving topics.


AFP SoCo website

Contact Us:

AFP Southern Colorado Chapter
PO Box 231
Colorado Springs | CO 80901

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