Quarterly Workshops

Professionals engaged in charitable and planned giving are invited to join our quarterly workshops — dynamic lunchtime gatherings featuring timely, relevant presentations from experts in our field. Each session delivers practical insights you can apply immediately in your work, whether you serve donors, clients, or nonprofit organizations.

Our meetings also include generous time for networking, allowing you to connect with peers across Utah’s nonprofit, legal, financial, and advisory communities. These conversations often spark new collaborations, fresh ideas, and lasting professional relationships.

Expand your network, enhance your expertise, and enjoy the experience.

Join Utah's charitable planning community

Professional Education UPGRT offers four high‑quality educational programs each year, covering essential topics in charitable gift planning, estate planning, tax strategy, and donor engagement. Members gain practical insights they can apply immediately in their work.

Professional Networking Our community brings together experts from across Utah’s nonprofit and advisory sectors. Members connect with peers, share perspectives, and build relationships that strengthen collaboration and improve donor outcomes.

Career Enhancement Expanding your knowledge — and your network — directly supports professional growth. UPGRT helps you stay sharp, visible, and connected in a field where trusted expertise matters.

Stay Current on Tax and Planning Trends Members receive timely updates on tax law changes, regulatory developments, and emerging trends in charitable planning. This ensures you can guide donors, clients, and prospects with confidence and accuracy.

Leave a Legacy for Utah UPGRT champions a statewide effort to encourage charitable estate gifts that strengthen Utah’s nonprofit organizations. By participating, you help build a culture of generosity that benefits communities for generations.