UPGRT November 7th 2024 Workshop - CANCELLED

When
7 Nov 2024
11:45 AM - 1:00 PM
Location
75 S 200 E, Salt Lake City, UT - The Wasatch Retreat & Conference Center at The Episcopal Church Center of Utah
Spaces left
46
Registered
4 registrants

Registration

Check In - Current UPGRT Members
Event registration for existing UPGRT Members Only.
Additional Lunch Surcharge not included.
Guests - One-Time Event Access – $20.00
Join us for lunch and an engaging presentation with networking networking opportunities. Lunch Surcharge not included
UNA Members Only - One-Time Event Access – $5.00
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

After opening registration for the Utah Planned Giving Roundtable meeting on November 7th, we learned that Utah Philanthropy Day has been scheduled for the same day and time as our meeting.

We don't want anyone to have to choose between the events, so we are canceling the Utah Planned Giving Roundtable meeting on November 7th. We looked for possible dates to reschedule, but unfortunately on the short notice, there wasn't a good fit.

Thank you to those of you that have already registered for our meeting on November 7th. We'll issue refunds to all of you. Lindsey Dupont will present at one of our meetings in 2025.

Please don't hesitate to contact us with any questions or if we can help you in any way.

Thank you for everything each of you does for the non-profit community in Utah.

Sincerely,

Utah Planned Giving Roundtable Board Members

Please join us to talk about successful administration of estate gifts with Lindsey Dupont, Associate Director of Planned Giving and Estate Administration at Best Friends Animal Society. Lindsey will talk about the key things every organization should be doing with estate administration to honor donors' wishes, keep your finance team and auditors happy, and ensure that your organization receives the revenue it should from estate gifts.

At Best Friends, Lindsey oversees a team responsible for the administration of 500 estate gifts per year. Before Best Friends, Lindsey was Associate Director of Gift Planning Administration at the University of New Hampshire, and a practicing attorney. She is a graduate of the University of New Hampshire Franklin Pierce School of Law.