Featured Members
 
 
Jane Alessandrini
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

  • Paul DiPirro, Dominican Sisters of Mary, Mother of the Eucharist
  • Julie McCormick, Our Lady of Sorrows Catholic School
  • Colette O'Connor, Oakland University

News & Annoucements

  • Whether they’re familial, romantic or platonic, relationships are vital to beneficial and stable lives. So how can we learn to build positive and enriching relationships?

  • Truth is, meditation is powerful. If you’re still unsure whether or not the practice is worth looking into, check out these top ways meditation can help improve your life.

  • Independence Day celebrates the United States' sovereignty, culture and freedom. You can be a part of that by taking advantage of these 5 ideas to honor our nation's troops.

Upcoming Events

  • Lead Trusts -- What To Do and Not To Do (Webinar)

    Thursday, July 28, 2016 12:30 pm - 2:30 pm

    Lead Trusts -- What To Do and Not To Do (Webinar)

    Location: Woodside Bible Church
    6600 Rochester Road, Troy, MI 48085
    Description: Lead trusts offer wealthy individuals the opportunity to pass assets to their heirs at substantial tax savings while providing immediate benefits to one or more charities they care about. What's more, the very low monthly IRS discount rate has made lead trusts especially appealing during the last several years. The Fed is poised to start raising interest rates, however, creating some urgency to turn lead trust prospects into lead trust donors.

    You may have only a few legitimate lead trust prospects in your pool of supporters, but it takes only one to make a big difference to your organization. In this webinar, we will briefly cover the basics of how a lead trust works, and then focus on what to look for in a lead trust prospect, what information a lead trust prospect and his or her adivosrs will find most helpful, and what questions to anticipate. Our discussion will be informed by the experience of advisors and gift planners who have been involved in the creation of numerous lead trusts.

    Presenter: Jeff Lydenberg, PG Calc

    Fee Sponsor: Community Foundation for Southeast Michigan

    Location Sponsor: Woodside Vision Foundation
    Contact Information:
    Lori B. Angel
    (810) 375-2180


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