Elevating philanthropy through relationships and insights into gift planning


Upcoming events

    • 12 May 2021
    • 12:00 PM - 1:00 PM (MDT)
    • Zoom Video Workshop
    • 45
    Register

    Making taxes work for you and your donors - Biden Tax Proposals

    Lynn Evans, Senior Fiduciary Advisory Specialist will be joined by his colleagues Josh Rogers, a Wealth Planning Strategist, and Brook Kramer, a Philanthropic Specialist from the Wells Fargo Private Bank.

    Lynn will moderate this panel discussion and provide an update on the current tax proposals before Congress, and discuss ways to approach planned giving discussions in a changing tax environment.


    A link to the Zoom event will be sent a couple days before the event.

    • 15 Sep 2021
    • 11:45 AM - 1:00 PM (MDT)
    • The Wasatch Retreat & Conference Center​, 75 S 200 E, Salt Lake City, UT
    • 50

    Planned Giving 101 in conjunction with AFP


    More info to come...


    • 10 Nov 2021
    • 11:45 AM - 1:00 PM (MST)
    • The Wasatch Retreat & Conference Center​, 75 S 200 E, Salt Lake City, UT
    • 50

    More info to come...



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Contact us at:  admin@upgrt.org

Utah Planned Giving Roundtable

P.O. BOX 1526

Salt Lake City, UT 84110



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