Planned Giving Mythbusters

Date: Wednesday, April 5, 2017
Time: 11:45am - 1:00pm
Location: Riverside Country Club, 2701 N. University Avenue, Provo, UT
Speaker: Utah Planned Giving Roundtable Board Members

Some estate planning "conventional wisdom" might include myths about charitable planning. A panel of experts from the board of the Utah Planned Giving Rountable will examine ten commonly-held beliefs about planned giving as part of the overall estate plan. 

 

Presenters include: 

Nancy K. Brown, Executive Director of Development, Westminster College

Jessica Nelson, JD - Associate Director of Planned Giving, University of Utah

Benjamin C. Stahmann, JD - Gift Planning Services, LDS Philanthropies

R. Steven Chambers, JD, MBA - Salt Lake City Estate Planning Attorney

 

Visit http://www.upgrt.org  to learn more about the Utah Planned Giving Rountable. 

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