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UPGRT November 2019 Workshop

  • 13 Nov 2019
  • 11:30 AM - 1:00 PM
  • The Wasatch Retreat & Conference Center​, 75 S 200 E, Salt Lake City, UT (free parking validations available for Eagle Gate Parking Terrace on Social Hall Avenue)
  • 19

Registration

  • Event registration for existing UPGRT Members Only
  • Join us for lunch and an engaging presentation and networking opportunities.
  • Annual membership includes all event access, lunch, engaging presentations, networking and exclusive website access to Members-Only section which includes speaker handouts, presentations and member directory.
  • For members of the Utah Non-Profit Association at special pricing. Discount Code Required. Annual membership includes all event access, lunch, engaging presentations, networking and exclusive website access to Members-Only section which includes speaker handouts, presentations and member directory.
  • This includes access for members of the Utah Non-Profit Association at special pricing. Coupon Code Required.

Registration is closed

Donor/Client Perspectives

Panel Discussion

The November 2019 UPGRT program will consist of two topics.  The first topic will address the impact of the new tax laws.  UPGRT Board members Joanna Johnston and Lisa Schneider will moderate this discussion and will explore with luncheon attendees whether or not the new tax laws have changed giving practices for the organizations represented at the luncheon.

The second topic will consist of a three-member panel representing the changing faces of donors and their experiences working with financial advisors and charities.  Eve Mary Verde will introduce this portion of the program and will welcome and introduce the three panelists.  We are in the process of securing these three panelists, one of which we hope will be our own Jessica Nelson!

Each of these panelists are either planned givers currently or are in the process of setting up a planned-giving program through the assistance of professional advisors, including financial planners and estate-planning attorneys.
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