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Welcome to the Utah Planned Giving Roundtable. Â 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
UtahÂ
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: Â 12:00 - 1:30 p.m.
"Planned Giving Marketing"
Creating a Case for Strategic Marketing Program Implementation
We Support USFR
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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.
MAY Luncheon
Wednesday - May 2, 2018
Insurance Strategies
for Planned Giving
Life insurance has many uses in
an estate plan, including estate
liquidity, debt repayment, income
replacement, charitable giving and
wealth accumulation. Join us to hear from an industry expert who will help us sort through the challenges of using life insurance as part of a charitable planned gift.
PRESENTER:
Brad Powell
Regional Insurance Planning Specialist
Raymond James Insurance Group
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
Click on the Image
to see our brochure
NEW LOCATION!
CLICK HERE
