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 Elevating philanthropy through relationships and insights into gift planning

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Thank you to our wonderful sponsors!

The Utah Planned Giving Roundtable (UPGRT) is the only professional organization in Utah that brings together those who work to promote, market and administer charitable planned giving.

Our community of professionals includes executive directors, fundraisers, gift planners, attorneys, CPAs, financial planners, wealth advisors, trust officers and other donor advisors.

Professionals involved in Charitable and Planned Giving are welcome to attend our quarterly workshops which include lunch and an informative presentation focused on timely issues within our profession. Our meetings also include ample time for networking. 

Expand your network,

enhance your expertise, and enjoy.

The Benefits of Joining UPGRT

  • Professional Education - UPGRT hosts 4 educational programs each year designed to cover a range of topics in the area of gift and estate planning.
  • Professional Networking - UPGRT brings together professionals from various fields to share their experiences with gift planning from their perspective.
  • Career Enhancement - The more you know, and who you know, can only help your career advancement.
  • Stay Updated on changes to the Tax Laws and current trends in Planned Giving to help your clients, donors and prospects make good decisions.
  • Leave a Legacy - A community based effort to encourage people to make gifts from their estates to non-profit organizations.

We meet quarterly at:

The Wasatch Retreat and Conference Center​

at the Episcopal Church Center of Utah

75 South 200 East, Salt Lake City

(FREE PARKING validations available for Eagle Gate Parking Terrace on Social Hall Avenue,

just west of the conference center)

Upcoming events

  • No upcoming events
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Featured member

Utah Planned Giving Roundtable

PO Box 1526

Salt Lake City, Utah 84110

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