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UPGRT May 2021 Workshop

  • 12 May 2021
  • 12:00 PM - 1:00 PM
  • Zoom Video Workshop
  • 22


  • Event registration for existing UPGRT Members Only
  • Annual membership includes all event access, engaging presentations, networking and exclusive website access to Members-Only section which includes speaker handouts, presentations and member directory.

Registration is closed

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.

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