Partnership for Philanthropic Planning Inc

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870488208

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Riverton

Address: 1552 W Norm B Cir, RivertonWeb: Sign in to see organisation websiteICO: 870488208

Utah Planned Giving Roundtable - UPGRT Home Elevating philanthropy through relationships and insights into gift planning Member Login Thank you to our wonderful sponsors. The Utah Planned Giving Roundtable UPGRT is the only professional organization in Utah that brings together those who work to promote market and administer charitable planned giving. Our community of professionals includes executive directors fundraisers gift planners attorneys CPAs financial planners wealth advisors trust officers and other donor advisors. Professionals involved in Charitable and Planned Giving are welcome to attend our quarterly workshops which include lunch and an informative presentation focused on timely issues within our profession.

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Peter

1. How can partnerships within the UPGRT enhance our strategies for engaging more donors in charitable planned giving initiatives?

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Marcella

πŸ’– So grateful for all the amazing work being done by the UPGRT! It's inspiring to see so many passionate professionals come together to elevate philanthropy in our community. Let's keep spreading the love and making a difference! πŸ™Œ

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Michael

🌟 Excited for the upcoming workshop at the Wasatch Retreat! It's a perfect opportunity to learn, connect, and elevate our skills in charitable giving. Looking forward to seeing everyone there! πŸ’Όβœ¨

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Dorothy

2. What best practices have you found effective in navigating the legal and financial aspects of gift planning for charitable organizations?

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Collected information

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Riverton

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