UPGRT November 2021 Workshop

When
10 Nov 2021
2:30 PM - 3:30 PM
Location
Hidden Valley Country Club, 11820 S Highland Drive, Sandy, UT
Spaces left
32
Registered
18 registrants

Registration

Check In - Current UPGRT Members
Event registration for existing UPGRT Members Only
Guests - One-Time Event Access – $35.00
Join us for lunch and an engaging presentation and networking opportunities.
UNA Members Only - One-Time Event Access – $30.00
This includes access for members of the Utah Non-Profit Association at special pricing. Coupon Code Required.

Registration is closed

Planned Giving Panel Discussion

at the Fall Institute of the

Salt Lake Estate Planning Council

We will explore the motivations that drive planned giving, the role of values and personal story in planned giving and we hope to learn from our donor panelist how they include family members in their planned giving decision-making and how they’re giving decisions are designed to leave a lasting impact. Our agenda includes helping attendees understand the dynamics of donor impact. Our panel will give donors and non-profits time to share insights into planned giving.

What is/was the motivation and rationale behind the timing of your planned gift(s)?
How do you choose who to leave a planned gift to?
What impact do you want your dollars to have?
How do you involve family members or others in making planned giving decisions?

We will explore the impact of recent and proposed tax law changes, and how the proposed changes may impact charitable giving. This discussion will be led by David Higham, CPA and Tax Manager at BDO USA, LLP.

Following the tax update, UPGRT Board member and Financial Advisor, Lisa Schneider, will moderate a panel discussion to help us better understand the dynamics of donor impact and to give donors and non-profits time to share insights into planned giving. The panel will consider how the new tax laws may change giving practices, the motivations that drive planned giving, the role of values and personal story in planned giving, and how to include family members in planned giving decision-making to leave a lasting impact.

Panelists will include
David Higham, CPA and Tax Manager at BDO USA, LLP.
Nancy Garrison, Lead Faculty at Goldman Sachs 10,000 businesses, Associate Professor at Westminster College, owner of Garrison Growth consulting, and philanthropist.
Linda Walton, donor and philanthropist.
Wayne Olson, Gift Planning Officer at Intermountain Healthcare Foundation, Inc.
Moderated by Lisa R. Schneider, Financial Advisor, Raymond James Private Client Group