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UPGRT September 2021 Workshop

  • 15 Sep 2021
  • 11:45 AM - 1:00 PM
  • The Cleone Peterson Eccles Alumni House, University of Utah, 155 S. Central Campus Drive, Salt Lake City, UT
  • 22


  • Event registration for existing UPGRT Members Only.
    Additional Lunch Surcharge not included.
  • Join us for lunch and an engaging presentation with networking networking opportunities. Lunch Surcharge not included
  • This includes access for members of the Utah Non-Profit Association at special pricing. Does not included Lunch Surcharge. For coupon code, Email: admin@upgrt.org

Registration is closed

Everything you wanted to know about Planned Giving* 

*but were afraid to ask!

In a first-ever joint session between Association of Fundraising Professionals – Utah Chapter (AFP-Utah) and Utah Planned Giving Roundtable (UPGRT), we’ll meet in person for the first time in a long time at the Cleone Peterson Eccles Alumni House, University of Utah, at 11:45pm on September 15th.  A lunch surcharge will be added during registration.

Gifts made from planned giving solicitation may bring in substantial funding for nonprofit organizations. But what is it really?

  • How do I know if a donor will consider it?
  • What if the person/people who handle it in my organization are out when I need them?
  • What if my small organization wants to start requesting planned gifts from our supporters?
  • What tools do we need?

Learn the basic planned giving vehicles, language to listen for and use with donors, and what to think about within your own organization.

Three different professionals will help demystify planned giving from three perspectives:

  1. within a larger organization, leading a team
  2. from a legal perspective
  3. from a tax perspective

Your questions are welcome and encouraged!

No question is “silly” or unwelcome. To submit a question before the event (please do!), please email moderator Beth Wolfer at bethw@bestfriends.org. In the subject line, it would be helpful for you to put “General PG question,” “Legal PG question” or “Tax-related PG question.”

This is an in-person event only (not a hybrid).

Cleone Peterson Eccles Alumni House

University of Utah

155 South Central Campus Drive

SLC, UT 84112

Parking is located before the Alumni House in the A parking next to the building. Signs for the day will be provided for further directions. Please park in any of the stalls except for the pay lot stalls.

For the latest University of Utah practices related to the COVID-19 virus, please visit https://coronavirus.utah.edu/

Parking Map emailed with event reminders
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