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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 6, 2017
12 Noon

Year-end Tax Update

Have there been changes to the tax law that  
will impact some of your donors or clients in 
2017?  What changes are being proposed 
that will impact them in the future?  Learn 
about changes to tax law  - current 
and proposed - that may affect your clients 
and donors.

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         

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NEW LOCATION!
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