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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.
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         

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