Mission
Increasing the quality and quantity of charitable planned gifts in our community
SEE PROGRAM SCHEDULE FOR CHANGES DUE TO COVID-19.
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
- Jon Baumann, Huron Valley Lutheran High School
- Amy Palmer, Adrian Dominican Sisters
- John Richert, Concordia University
- LeAnn Secord, Metro Health, U of M Health
Membership Portal
Login (see Navigation Bar above) for Resources such as:
- Member Search Feature
- Member & Board Rosters
- Documents: samples and templates
Development Day - RESCHEDULED
Development Day has been rescheduled to June 2, 2021, due to COVID. We look forward to seeing you all in-person next year!
"Make a Difference in the Lives That Follow"
News & Annoucements
With changing seasons comes more than just pumpkin-spice-flavored everything and crunchy fall leaves. The new season also brings forward new opportunities to do good out in the world.
What are you waiting for? The benefits of mentoring will not only give back to your mentee, but also to your community, and even to you.
While it’s easy to get wrapped up in checking in on others, it’s important for your mental health to practice self-care.
The Planned Giving Roundtable of Southeast Michigan (PGRTSEM) is a 501(c)(3) nonprofit organization, and a member council of the National Association of Charitable Gift Planners.
