Elevating philanthropy through relationships and insights into gift planning
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
We meet quarterly at:
Zoom Meeting Events
In the future, we hope to return to:
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)