Featured Members
Jane Alessandrini
Eric Haven
Tom Scholler
Joe Bonventre



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

  • Lori Fidler, Starfish Family Services
  • Thomas Lampert, Archer Huntley Financial Services
  • Wendy Strip, Alzheimer's Association - Greater Michigan Chapter

News & Annoucements

Upcoming Events

  • "Discover Detroit...A successful public-private partnership"

    Wednesday, September 9, 2015 4:30 pm - 8:30 pm
    Location: Majestic Theatre
    & Detroit Experience Bus Tou
    4120 Woodward Avenue
    Detroit, MI 48201
    Description: This is a joint meeting with the Financial & Estate Planning Council of Metro Detroit (FEPCMD) & PGRTSEM

    Presenter: Matthew P. Cullen
    President & CEO
    Rock Ventures, LLC

    Cost: $60/person - RSVP's received by August 28th
    $85/person - RSVP's received after August 28th

    All registrations are being handled directly through the FEPCMD. Please see attached invitation for further details on how to register by mail. Use link below to register online today!

    Contact Information:
    Lori B. Angel
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The Planned Giving Roundtable of Southeast Michigan (PGRTSEM) is a 501(c)(3) nonprofit organization.