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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

We Support USFR

For more information

Â Â Â Â Â click

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