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

  • Joseph Impellizzeri, Walsh College
  • John Knight, DeLaSalle Collegiate High School
  • Rachael Russell, Blue Chip Partners, Inc.

News & Annoucements

  • When it’s time to start a new healthy habit, it can be pretty difficult. If you’re interested in starting a habit that you can actually stick with, check out these useful tips.

  • Ah, summer… swimming at the pool, laying outside in the sun all day and sitting around a fire at night. What a wonderful season. And one way to make summertime even more amazing is by volunteering at a youth summer camp.

  • Summer can be more than just some extra vacation time—it’s a chance to get involved and volunteer in the community. Summer is an opportunity to give back in philanthropy, so here are 8 hot ways to do just that.

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.