Elevating philanthropy through relationships and insights into gift planning

June 17th, 2020

Fundraising for Nonprofit Board Members

All board members are expected to fundraise, but how do we prepare them for such a significant part of their roles as board members? Based on Wayne Olson's new book, Fundraising for Nonprofit Board Members we will look at how we should expect board members to give, participate and ask others to give. Together we will dispel some myths about board member fundraising and look at ways to make it more effective and enjoyable for board members. We will also touch on how COVID-19 has affected fundraising and board member roles.

May 13th, 2020

Planned Giving Stewardship –

Sharing Ideas for Good Times and Unusual Circumstances

When we initially set out to plan the May UPGRT session on Planned Giving Stewardship, it was to be a roundtable to share and "steal" ideas from one another for the unicorn that is Planned Giving Stewardship.

In a short time, thanks to the novel coronavirus, everything has turned upside down, gone virtual, sheltered at home and social distanced. We hope you and yours are healthy and well.

Let’s gather by Zoom to share what we are doing currently doing to steward our wonderful planned giving donors and to navigate through a pandemic toward a newer normal. Beth Wolfer, Planned Giving Officer, Best Friends Animal Society will lead the discussion and invites all to chime in with their ideas, suggestions, and questions.

September 11th, 2019

Beyond Cash:  Planning Strategies for Complex Charitable Contributions

Event Sponsor:  Wells Fargo Advisors

In this informative session we go beyond the basics of DAFs and learn how these tools can be aligned with advanced strategies using complex assets.  This workshop will include a review of complex assets including profiles of potential donors and related case studies

This presentation answered questions like:

WHAT are complex assets?

WHY complex assets?

WHO are the right donors?

HOW to engage with donors?

May 8th, 2019

Growing Your Practice Through Philanthropy

Event Sponsor: 

​Many professionals (CPAs, Financial Advisors, Attorneys, etc.) and entrepreneurs dream of building a practice or a business that is profitable, but also provides social good. 

In this one hour panel, we will explore how nonprofit professionals have been successful. How did they build a profitable practice? What steps did they take? What obstacles do they face?

​Panelists will be Joanna Johnston of BDO (CPA), Lisa Schneider of Raymond James (Financial Advisor), and Blake Voorhees at Ray Quinney Nebeker (Attorney)

Join us for lunch, learning, and networking with a our community of professionals including development directors, fundraisers, gift planners, attorneys, CPAs, financial planners, wealth advisors, trust officers and other donor advisors.

March 6, 2019 

Simple Strategies for Small Non-profits: 

How to Integrate Planned Giving without wearing another hat or hiring a specialized staff member!

Event Sponsor:  

Small non-profits operate with leadership, staff and board members who are visionary, nimble, wear many hats each day, and may find planned giving to be yet another ‘have to’ piled on top of the lists of many things yet accomplished or tended to.   

In this one hour roundtable, hosted by the Utah Planned Giving Roundtable, we will explore how to integrate planned giving strategies into the fabric of your nonprofit culture without adding specialized staffing or adding more to your ‘to do’ lists. 

December 5th, 2018

The Basics of Impactful Philanthropy for Women

Event Sponsor:  Wells Fargo Advisors

UPGRT’s final professional development program for 2018, The Basics of Impactful Philanthropy for Women, is one you won’t want to miss!  Scott Cunningham, First Vice President and Investment Officer at Wells Fargo Advisors, will talk about the changing landscape of philanthropy and the increasing importance of women’s role in philanthropy.  This session will also explore how to become more intentional by creating a strategic giving plan that can be shared with clients’ or donors’ loved ones.

September 5th, 2018

"The Giving State" presented by Cicero Social Impact

Event Sponsor:  

You won't want to miss the great program we have lined up for the UPGRT September Professional Development luncheon.  Sariah Toronto, founder and principal at Claritas and a co-author of "The Giving State" report, will be sharing her insights on the report. The Giving State report provides data-driven insights into key trends, opportunities, and needs of Utah's social sector. This session will explore the planned giving application of some of the report's key findings. Join us to learn how to better engage your donors or clients in ways that benefit your organization, the donor, and the sector as a whole.

May 2nd, 2018

Insurance Strategies for Planned Giving

Event Sponsor:  

Life insurance has many uses in an estate plan, including estate liquidity, debt repayment, income replacement, charitable giving and wealth accumulation.  Join us on Wednesday, May 2 for “Insurance Strategies for Planned Giving” to learn more.

We will hear from Brad Powell, Regional Insurance Planning Specialist at Raymond James Insurance Group.  Brad spent more than 20 years as a sales and marketing executive with several major life insurance companies. He has been a Certified Financial Planner for more than 25 years, as well as a Registered Principal.  Come and hear an industry expert who will help us sort through the challenges of using life insurance as part of a charitable planned gift. 

March 7th, 2018

The Impact of the New Tax Law on Estate Giving

Event Sponsor:  

Last December Congress passed the Tax Cuts and Jobs Act.  Many of us have questions about what this will mean for our clients or donors.  What are the implications of the new law on individuals?  Will the changes have a negative impact on charitable giving?  Did the Estate Tax change? Did the Gift Tax change?

If you have questions about the tax law and how it might affect your clients or donors, or giving to your organization, join us on March 7 to learn more.  UPGRT’s first professional development program for the year, “the Impact of the New Tax Law on Estate Giving” will answer many of your questions.

December 6th, 2017

Event Sponsor:  

Year-End Charitable Gift Strategies for Every Donor

Matt Mitton, attorney from Salt Lake city law firm, Jones Waldo shared some simple gift strategies with your donors or clients can initiate without a lot of difficulty.  

September 6th, 2017

Event Sponsor:  

"What we wish you Knew: How to connect the dots between charities and advisors to create a successful donor planned giving experience"

May 3rd, 2017

Event Sponsor:  

"The Heritage Process" - A Value-Added Process to Help You Retain Existing Donors and Engage Upcoming Generations

John Unice, CEO and Senior Partner of Keeler Thomas will discuss the "3rd element" of successful generational planning.  The goal is to prepare the family to receive their inheritance to achieve things that matter most to family.

March 1st, 2017

Event Sponsor: 

"Current Issues in the Planned Giving Industry" - Roundtable discussion with UPGRT members and guests

2016 Programs

March:  Roundtable Discussion

May:  Marketing to the Next Generation of Planned giving Donors

September:  Myth busters of Charitable Estate Planning

December:  Charitable Planning with Complex Assets

2015 Programs

March:  The Benefit of Trusts in Estate Planning - Types of Trusts for Charitable Planning

June:  Intentional Engagement - Counseling Clients about Bequests Disclosures

September:  Planned Giving and Taxes - Making the Most of Your Planned Gift

December:  How to Keep your Donors Happy (Substantiating Charitable Gifts)

2014 Programs

March:  Overview of Charitable Gifts Through Estates

June:  Helping Small Business Owners to Give Safely: Planned Gifts Using S-Corp Stock

September:  How a Team Comes Together to Realize a Planned Gift

December:  A Look at How Women Approach Finance and Philanthropy

2013 Programs

March:  2013 Tax Update: Implications for Charitable Giving

June:  Using Financial Planning to Uncover Gifting

September:  Take the Bulls-Eye Off Your Donor

December:  The Case for Keeping a Planned Giving Program Alive

2012 Programs

March:  Practical Strategies to Increase Planning Gifts

June:  Donor Advised Funds

September:  Working with Professional Advisors

December:  The Fiscal Cliff and Other Year End Planning Issues

2011 Programs

March:  How Accountants Advise Their Clients on Charitable Giving

June:  Inside the Mind of the Donor

September:  Economic Update

December: Innovation in the Media: Lessons from Deseret News

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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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