Colorado · Nonprofit
COLORADO PLANNED GIVING ROUNDTABLE
COLORADO PLANNED GIVING ROUNDTABLE (Colorado) receives grants from 3 organizations whose IRS filings report $12,323 to it, the largest being FIDELITY INVESTMENTS CHARITABLE GIFT FUND ($6,600). 1 of them have funded it in more than one year, and 100% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.
- Revenue FY2025
- $339k
- Funders on record
- 3
- Grants received
- $12k
- Net assets
- $343k
What Colorado Planned Giving Roundtable does
Mission
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.
As stated on its FY2025 Form 990.
Programs
Annual summer symposium: an educational conference featuring local and national gift planning experts (330 attendees)
$125,833 spent$124,348 earned by the program81% of program spendingQuarterly educational meetings that provide members opportunities to develop their gift planning competency (average of 114 attendees per event)
$20,360 spent$44,346 earned by the program13% of program spendingProviding members the opportunity to publicize job openings to the organization's contacts via website and email (2,044 email subscribers)
$7,277 spent$19,731 earned by the program5% of program spendingPartner with community organizations for furtherance of our exempt purpose.
$1,200 spentof which $1,200 as grants1% of program spending
The 4 programs described on its FY2025 Form 990, listed largest first by expense. Program spending in total: $154,670.
The organization over time
Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.
Balance sheet
Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2024 to 2025, from $296k to $344k (+16%).
How it's funded, over time
Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.
39% of COLORADO PLANNED GIVING ROUNDTABLE’s revenue is contributions — about as donation-reliant as the typical peer (87% for the typical peer).
Surplus & reserves
Operating surplus or deficit each year, and months of liquidity in hand. 1 of the last 9 reported years ran a deficit.
reserve
Leadership and staff
The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.
Who funds it, year by year
2020 → 2023: the base held at 1 funder, grant income rose $18 → $24.
3 of 3 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 100% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.
From the IRS filings of COLORADO PLANNED GIVING ROUNDTABLE’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
How concentrated its funding is
COLORADO PLANNED GIVING ROUNDTABLE leans on a few funders — its largest provides 54% of grant income and the top three 100%; half comes from just 1 funder.
the vertical line marks half of all grant income — 1 funder to its left
100% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund COLORADO PLANNED GIVING ROUNDTABLE.
Largest funder’s share by year: 2020 100% · 2021 100% · 2022 100% · 2023 100% — broadly stable.
“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Where its funders are
100% of COLORADO PLANNED GIVING ROUNDTABLE's grant income arrives through donor-advised or pass-through sponsors, whose addresses record where the money is held rather than where the donor is. Too little is directly attributable to place on a map.
Funder states come from each funder’s own filing. $12k arriving through sponsors registered in 3 states is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Against its field
COLORADO PLANNED GIVING ROUNDTABLE runs a healthier operating margin than half of the 4,237 philanthropy nonprofits its size.
this organization peer median middle 50% of peers· 4,237 philanthropy nonprofits $100k–$1M, FY2025
Organizations like COLORADO PLANNED GIVING ROUNDTABLE
Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.
In Colorado
Nationally
Read directly from this organization’s own Form 990, as neutral context.
Where the money goes
51% of spending goes to programs.
Governance
Public support
84%
Share of support from the public (Schedule A) — the basis for its public-charity status.
Footprint & structure
Files a return copy in 1 state
Screen this organization
A dated, signed PDF of the compliance screen for COLORADO PLANNED GIVING ROUNDTABLE: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.
Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf
Questions and answers
- Who funds COLORADO PLANNED GIVING ROUNDTABLE?
- COLORADO PLANNED GIVING ROUNDTABLE (Colorado) receives grants from 3 organizations whose IRS filings report $12,323 to it, the largest being FIDELITY INVESTMENTS CHARITABLE GIFT FUND ($6,600). 1 of them have funded it in more than one year, and 100% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.
- How many funders does COLORADO PLANNED GIVING ROUNDTABLE have?
- IRS filings report 3 organizations giving $12,323 in grants to COLORADO PLANNED GIVING ROUNDTABLE, 1 of which have funded it in more than one year.
- Who is the largest funder of COLORADO PLANNED GIVING ROUNDTABLE?
- FIDELITY INVESTMENTS CHARITABLE GIFT FUND is the largest funder on record, with $6,600 in grants. The full list of funders is on this page.
- How can an organization like COLORADO PLANNED GIVING ROUNDTABLE find more funders?
- Start with the funders already giving here, then look at the foundations that back similar organizations in Colorado. The funding by cause and by state pages list the largest funders for a given area and how to approach them.
Play a game about who funds Colorado Planned Giving Roundtable →
These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2017–2025), and the filings of 3 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing