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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
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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.
Wednesday Luncheon - March 6th, 2019
Simple Strategies for Small Non-profits:
How to Integrate Planned Giving without wearing
another hat or hiring a specialized staff member!
Small non-profits operate with leadership, staff and board members who are visionary, nimble, wear many hats each day, and may find planned giving to be yet another ‘have to’ piled on top of the lists of many things yet accomplished or tended to.
In this one hour roundtable, hosted by the Utah Planned Giving Roundtable, we will explore how to integrate planned giving strategies into the fabric of your nonprofit culture without adding specialized staffing or adding more to your ‘to do’ lists.
Join us for lunch, learning, and networking with a community of supportive professionals who are CPA’s, estate planning attorneys, financial advisors, and nonprofit planned giving professionals!
The Wasatch Retreat and Conference Center
at the Episcopal Church Center of Utah
75 South 200 East, Salt Lake City
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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