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 Elevating philanthropy through relationships and insights into gift planning


Upcoming events

    • 13 Jun 2024
    • 11:45 AM - 1:00 PM
    • 75 S 200 E, Salt Lake City, UT - The Wasatch Retreat & Conference Center​ at The Episcopal Church Center of Utah
    • 39
    Register

    The "Creating and Sustaining a Legacy", presented by AFP Utah Chapter and UPGRT, at the Wasatch Retreat & Conference Center.

    What is planned giving fundraising and is it right for your organization?

    Planned giving fundraising encourages donors create gifts for nonprofits as part of their estate plans. Learn from two experts in the field about how to create and sustain a planned giving program.  Lavine will share how they created a planned giving program with no additional staff, very low cost and how it is making a VERY positive impact.  Matt will talk about the best practices for a legacy challenge and what it can do for your organization.

    OUR SPEAKERS:

    Matt Claflin, CFP® Senior Manager, Planned Giving, Best Friends Animal Society

    Lavine Shapiro, Funds Director, Utah Food Bank

    • 26 Sep 2024
    • 11:45 AM - 1:00 PM
    • 75 S 200 E, Salt Lake City, UT - The Wasatch Retreat & Conference Center​ at The Episcopal Church Center of Utah
    • 50

    More Info to Come....

    • 7 Nov 2024
    • 11:45 AM - 1:00 PM
    • 75 S 200 E, Salt Lake City, UT - The Wasatch Retreat & Conference Center​ at The Episcopal Church Center of Utah
    • 50

    More Info to Come....


Thank you to our wonderful sponsors!




















             

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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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