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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.
Wednesday Luncheon - May 8th, 2019 @ 12pm

Growing Your Practice Through Philanthropy 

​Many professionals (CPAs, Financial Advisors, Attorneys, etc.) and entrepreneurs dream of building a practice or a business that is profitable, but also provides social good. 

In this one hour panel, we will explore how nonprofit professionals have been successful. How did they build a profitable practice? What steps did they take? What obstacles do they face?

​Panelists will be Joanna Johnston of BDO (CPA), Lisa Schneider of Raymond James (Financial Advisor), and Blake Voorhees at Ray Quinney Nebeker (Attorney)

Join us for lunch, learning, and networking with a our community of professionals including development directors, fundraisers, gift planners, attorneys, CPAs, financial planners, wealth advisors, trust officers and other donor advisors.
       
The Wasatch Retreat and Conference Center​
at the Episcopal Church Center of Utah
75 South 200 East, Salt Lake City

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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