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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
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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.
DECEMBER Luncheon
Wednesday - December 5, 2018
The Basics of Impactful
Philanthropy for Women
The presentation looks at the changing
landscape of philanthropy and the increasing
importance of women’s role in philanthropy.
This session will also explore how to become
more intentional by creating a strategic giving
plan that can be shared with loved ones.
PRESENTER:
Scott Cunningham
First Vice President - Investment Officer
Wells Fargo Advisors
This program qualifies for 1 hour of Continuing Ed for CFPs.
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!
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