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Welcome to the Utah Planned Giving Roundtable.  We are a network of development officers, financial advisors, attorneys and other professionals who advise donors about charitable and planned gifts.
Utah Planned Giving Roundtable

UPGRT
Utah 
Planned Giving Roundtable
December Luncheon

Wednesday, December 4, 2013
The Little America Hotel
500 S. Main Street, Salt Lake City, Utah

Registration: 11:45 - 12:00 p.m.
Luncheon:  12:00 - 1:30 p.m.

"Planned Giving Marketing"

Creating a Case for Strategic Marketing Program Implementation


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MENU
Welcome to the Utah Planned Giving Roundtable.  We are a network of development officers, financial advisors, attorneys and other professionals who advise donors about charitable and planned gifts.
Utah Planned Giving Roundtable

All current members are eligible to receive a
PASSWORD
that will link to the 
MEMBERS page, which contains all the information needed to effectively network with those that are affiliated in any way with UPGRT.  Also, the materials presented in our quarterly meetings can be accessed there.
MARCH Luncheon  
Wednesday - March 7, 2018
12 Noon

3rd Annual Roundtable:
"The Impact of the New 
Tax Law on Estate Giving"


While we may have read about all
of the provisions in the tax law that 
passed in December, do we understand what, if any, impact the law will have on Estate Giving?  We've assembled a panel of experts who will address this issue.  Join us on March 7 to learn more.

MODERATOR:

Joanna Johnston, Tax Manager, BDO , USA


The Wasatch Retreat and Conference Center
at the Episcopal Church Center of Utah
75 South 200 East, Salt Lake City​

Parking validations will be available for Eagle Gate Terrace
To become a member click HERE​
           Please REGISTER for the event click HERE          
          Wondering if your membership has expired?  Contact us: admin@upgrt.org         

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to see our brochure
NEW LOCATION!
CLICK HERE