Member Login
Elevating philanthropy through relationships and insights into gift planning
Mission Statement
Our mission is to maximize philanthropy throughout Utah and beyond by equipping trusted advisors and nonprofit professionals with timely, accurate, and practical information on charitable gifting strategies and opportunities. We empower those who serve charitably‑minded donors to help them make informed, meaningful, and tax‑wise decisions that create lasting impact.
About the Utah Planned-Giving Roundtable (UPGRT)
The Utah Planned Giving Roundtable (UPGRT) is a statewide network of professionals dedicated to charitable and planned giving. Our members represent the full spectrum of philanthropic and financial expertise — including executive directors, development officers, fundraisers, estate attorneys, financial advisors, wealth advisors, accountants, consultants, and other professionals who guide donors and clients in making thoughtful, tax‑wise charitable gifts.
Quarterly Workshops
UPGRT hosts quarterly workshops featuring local and national experts who deliver valuable insights into emerging issues in charitable gift planning. These lunchtime sessions blend practical education with meaningful networking, giving members the chance to learn, connect, and collaborate with peers across Utah’s nonprofit and advisory communities.
Recent Workshop Topics
Tax updates with implications for charitable giving
Helping business owners give safely
Using financial planning to uncover giving opportunities
Year‑end gift planning issues
Bringing a gift together: the role of the donor, gift officer, attorney, and other advisors
Practical strategies to increase planned gifts
Life insurance as a vehicle for planned giving
How women approach family finance and philanthropy
We Want to Hear From You
UPGRT is committed to meeting the needs of Utah’s charitable planning community. If you have a suggestion for a speaker or topic, please email admin@upgrt.org.
Utah Planned Giving Roundtable’s (UPGRT) Long-Term Commitment to Diversity, Equity, and Inclusion (DEI)
We envision planned-giving as a field in which practitioners reflect the broad diversity of donors in our community and where the benefits of planned giving are made consistently accessible to all donors and the nonprofits they support.
We strive to incorporate our DEI commitment with the following action items:
· Review of Board of Directors and Committee selection procedures and term limits,
· Continuous and intentional seeking of individuals from diverse backgrounds to join the Board of Directors,
· Enhancing our outreach and engagement opportunities to a broader population of potential members and volunteers, and
· Conduct an annual review of our Bylaws and Procedures to ensure they continually meet our expectation of DEI.