Overview

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Est.

2010

Latest Fiscal Year

Not available

Organization Type

Grantseeker

AI Summary

The Colorado Planned Giving Roundtable (EIN: 84-1241600) is a nonprofit organization dedicated to inspiring the community to enhance both the quantity and quality of charitable planned gifts to nonprofit organizations. With an operating budget of $254K and total revenue of $276.1K for the 2024 filing year, the organization focuses on providing quality education, increasing awareness, and facilitating networking opportunities in the realms of web-based media, philanthropy, and education. It does not rely on a single funder for 50% or more of its revenue, ensuring a diverse funding base. More information can be found on their website at www.cpgr.org.

Mission Statement

INSPIRING OUR COMMUNITY TO INCREASE THE QUANTITY AND THE QUALITY OF CHARITABLE PLANNED GIFTS TO NONPROFIT ORGANIZATIONS. WE ACCOMPLISH THIS THROUGH QUALITY EDUCATION, INCREASED AWARENESS, AND NETWORKING OPPORTUNITIES.
Revenues
$276.1K
Expenses
$255.2K
Net Income:
+$20.9K
Assets
$296.2K
Liabilities
$15
Net Assets:
+$296.2K
Operating Budget
$254K
Operating Budget by Year

Due Diligence

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Charity Verification Snapshot
IRS EO Business Master File Status
Listed as tax-exempt
IRS Pub 78 Status
Eligible for tax-deductible gifts
IRS Revocation Status
Not in Automatic Revocation of Exemption List
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Total No. of Grants
1
Median grant size
$5.7K
Largest grant received
$5.7K
T
Tina Drum
Board Member
D
Dean Laatt
Board Member
G
Genevieve Laca
Board Member

Frequently Asked Questions

What is COLORADO PLANNED GIVING ROUNDTABLE’s budget?
In 2024, COLORADO PLANNED GIVING ROUNDTABLE reported an annual operating budget of around $254 thousand. More detailed financial information is available to registered users.
What causes does COLORADO PLANNED GIVING ROUNDTABLE support?
COLORADO PLANNED GIVING ROUNDTABLE supports work in Education, Web-based media, and Philanthropy.
Where does COLORADO PLANNED GIVING ROUNDTABLE operate?
COLORADO PLANNED GIVING ROUNDTABLE is headquartered in Pine, CO.
Who funded COLORADO PLANNED GIVING ROUNDTABLE recently?
In 2024, COLORADO PLANNED GIVING ROUNDTABLE received grants from Rose Community Foundation and FIDELITY INVESTMENTS CHARITABLE GIFT FUND. More information on this organization’s funders is available to registered users.
What is the largest grant COLORADO PLANNED GIVING ROUNDTABLE received in 2024?
The largest grant to COLORADO PLANNED GIVING ROUNDTABLE in 2024 exceeds $5,653.