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

  • Kelley Denk, WSU - School of Medicine
  • Amy Palmer, Adrian Dominican Sisters
  • Lori Robitaille. WSU - School of Medicine

News & Annoucements

  • If you’re interested in living an altruistic lifestyle while still watching your wallet, check out this list of unique things you can donate besides money.

  • How can you make a difference in the world? By reducing your carbon footprint. Check out these easy ways you can lessen your environmental impact and help save the earth.

  • A mentorship program has more benefits in store than just for the mentee. If you’re not sure whether it's right for you, take a look at these eight ways becoming a mentor can benefit you.

Upcoming Events

  • Gift Planning in a Capital Campaign (Webinar)

    Thursday, September 29, 2016 12:30 pm - 2:30 pm

    Gift Planning in a Capital Campaign (Webinar)

    Description: The University of Pennsylvania completed its recent "Making History" campaign with gifts of more than 4.3 billion dollars, surpassing the original goal of 3.5 billion dollars more than a year early. In this session, we will focus on the lessons learned about gift planning in a capital campaign - highlighting the issues and strategies for effectively incorporating gift planning into your capital campaign and more broadly into your development program. Attendees will leave with specific ideas and solutions for gift acceptance, counting and recognition, fostering donor participation, and increasing collaboration among development colleagues. We will examine performance metrics and other measurements designed to influence behavior and quantify results (including examples form Penn and Penn Medicine).

    Presenter: Lynn Lerardi, Director of Gift Planning
    University of Pennsylvania

    Event Sponsor: Oakland University
    Contact Information:
    Lori B. Angel
    (810) 375-2180

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