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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.
September Luncheon  
Wednesday - September 6, 2017
12 Noon

What we wish you knew: 
How to connect the dots 
between charities and advisors 
to create a successful donor 
planned giving experience. 

Join us for a lively panel discussion between planned giving professionals and professional advisors.  Our panel will share their experiences and tips working with those from "across the aisle" to make a donor's charitable giving experience rewarding for all participants.

Speakers:
  Karin Hardy, Director of Planned Giving, University of Utah​​
Jeffrey McClean, Sr., Wealth Planning Strategist, Wells Fargo Private Bank
Lisa R. Schneider, Financial Advisor, Raymond James & Associates

December 6, 2017 Program: Year-end Tax Update
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         

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NEW LOCATION!
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