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

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


We Support USFR
For more information

         click
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 6, 2017
12 Noon


Year-end Charitable Gift
Strategies for Every 
Donor

As the year comes to an end, donors may be 
short on cash, but hold other assets that can 
easily gifted for charitable purposes. Assets 
might include the transfer of a Required Minimum Distribution from a retirement account; a stock position held by a donor with no know basis; an old life policy not needed for burial. Donors may be surprised by how simple it is to make a gift they otherwise thought impossible.​

SPEAKER:

Matt Mitton, Attorney, Jones Waldo

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