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 Member

  • Julie Meredith, Indepedence Township District Library

News & Annoucements

Upcoming Events

  • The Money Pit - Accepting Real Estate in Exchange for a Gift Annuity (and Other Keys to CGAs)

    Tuesday, February 16, 2016 12:00 pm - 2:00 pm

    The Money Pit - Accepting Real Estate in Exchange for a Gift Annuity (and Other Keys to CGAs)

    Location: Hellenic Cultural Center
    36375 Joy Road
    Westland, MI 48185
    Description: Presenter: Michael P. Romero, Vice President & Trust Counsel
    Baptist Foundation of Oklahoma

    Charitable gift annuities are a valuable planned giving tool with benefits for the donor and long-term benefits for the charitable organization. This session will cover the mechanics of gift annuities to include funding, payment calculations and administration. The session will also include a case study on the advantages and disadvantages of issuing gift annuities in exchange for real estate.

    Location Sponsor: Greek Orthodox Archdiocese of America
    Contact Information:
    Lori B. Angel
    (810) 375-2180


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