Featured Members
 
 
Jane Alessandrini
Joe Bonventre
Laura Clark Brown
Eric Haven
Tom Scholler
 
 
 

 

 

Welcome to PGRTSEM

The Planned Giving Roundtable of Southeast Michigan (PGRT) serves the needs of professionals who assist individuals in estate, charitable, and financial planning.

The PGRT offers educational programs, networking and support to help professionals better serve the needs of their donors/clients.

Take a moment to learn more about the PGRT!

Welcome New Members

  • Aimee Argel, Community Foundation for Southeast MI
  • Terri Butler, The Salvation Army
  • Penny Canada, The Arc of Oakland County
  • Monica Moser, Jackson Community Foundation

News & Annoucements

  • Living an altruistic life can happen any time you put a little extra thought into your day. Check out these ways that you can show the world you care without using money to do it.

  • A recent article by Forbes suggests that volunteering provides some pretty great benefits, including a kickstart to your career. Let’s explore the different ways that volunteering can help you succeed in your current career, or as you look for a new opportunity.

  • Breaking a bad habit will help show you that you can make positive changes for good. Plus, it’ll help you live a happier life. As provided by WebMD, here are three tips to help kick a bad habit to the curb and start living your happiest, healthiest life.

Upcoming Events

  • Interacting with Seniors (Including financial decision making, capacity and family dynamics)

    Thursday, May 19, 2016 7:30 am - 9:30 am

    Interacting with Seniors (Including financial decision making, capacity and family dynamics)

    Location: Schooolcraft College
    VisTaTech Center
    18600 Haggerty Road
    Livonia, MI 48152
    Description: ANNUAL MEETING & ELECTION

    Presenters:
    Amy R. Tripp, Chalgian & Tripp Law Offices
    Dr. Peter Lichtenberg, WSU Institute of Gerontology

    Financial Planning 101 for Nonprofit Organizations: 9:30 - 11am
    This session is for the Mentor Group, but anyone interested in attending is welcome.

    Location Sponsor: Schoolcraft College Foundation & The VisTaTech Center

    Contact Information:
    Lori B. Angel
    (810) 375-2180


The Planned Giving Roundtable of Southeast Michigan (PGRTSEM) is a 501(c)(3) nonprofit organization.