Upcoming events

Switch to Calendar View

• UPGRT November 2021 Workshop

  • When
    10 Nov 2021
  •  
    2:30 PM - 3:30 PM
  • Location
    Hidden Valley Country Club, 11820 S Highland Drive, Sandy, UT
  • Spaces left
    50
  • Registered
    Be the first

  Register

  Planned Giving Panel Discussion

  at the Fall Institute of the

  Salt Lake Estate Planning Council

  
  

  We will explore the motivations that drive planned giving, the role of values and personal story in planned giving and we hope to learn from our donor panelist how they include family members in their planned giving decision-making and how they’re giving decisions are designed to leave a lasting impact.  Our agenda includes helping attendees understand the dynamics of donor impact.  Our panel will give donors and non-profits time to share insights into planned giving.

  • What is/was the motivation and rationale behind the timing of your planned gift(s)?
  • How do you choose who to leave a planned gift to?
  • What impact do you want your dollars to have?
  • How do you involve family members or others in making planned giving decisions?

  Panelists Joanna Johnston, Tax Manager BDO, and Wayne Olsen, Planned Giving Director - Intermountain Health Foundation will be joined by 2 donors to discuss their previous planned gifts and advice for professionals involved in planned giving.

  
  

  Show details