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UPGRT May 2023 Workshop

  • 11 May 2023
  • 11:45 AM - 1:00 PM
  • 75 S 200 E, Salt Lake City, UT - The Wasatch Retreat & Conference Center​ at The Episcopal Church Center of Utah
  • 20


  • 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

Registration is closed

Level Up Your Fundraising with Non-Cash Gifts

Over 93% of total wealth is held in assets other than cash. But 85% of charitable giving is cash.  Join AFP Utah and the Utah Planned Giving Round Table to learn how your nonprofit can raise more money through non-cash gifts.

This informative session will teach you the ins-and-outs of Donor Advised Funds (DAF), IRA gifts, gifts of stock, and other non-cash gifts, and how your organization can start bringing in more funds by talking to your donors.  


Cameron Cole

Senior Wealth Advisor

Bernstein Private Wealth Management, Salt Lake City, UT

Colin Ware

Planned Giving Officer

Intermountain Health, Denver, CO

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