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
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 pmLocation: Hellenic Cultural Center
36375 Joy Road
Westland, MI 48185Description: 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 AmericaContact Information:Lori B. Angel(810) 375-2180
The Planned Giving Roundtable of Southeast Michigan (PGRTSEM) is a 501(c)(3) nonprofit organization.