Planned Giving Roundtable and LEAVE A LEGACY

Laura Clark Brown

"A goal without a plan is just a wish." Laura feels fortunate. Guided by principles of integrity, honesty and passion, she's proud to have built a successful investment firm, and to continue to push herself to grow. With her success and a desire to give back, she turned her focus to philanthropy.

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Tom Scholler

When asked what he values most, Tom answered "Religious faith and trust in God, loyalty to others, and giving back -- to church, community, others in need".

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Jane Alessandrini

Jane values her membership with the Planned Giving Roundtable of Southeast Michigan as it provides the opportunity to learn more about planned giving and connects her with others who do this work.

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Katie Brennan

"Everyone has been made for some particular work, and the desire for that work has been put in every heart." ~Rumi

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Mission

Increasing the quality and quantity of charitable planned gifts in our community

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

Rebecca Hepner, Kids Alive International
Kathy White-Dickens, Four County Community Foundation
Patricia Sliter, The Salvation Army

Programs

Our programs provide excellent educational and networking opportunities.
2019 Calendar.

Membership Portal

Member Search Feature
Member & Board Rosters
Documents: samples and templates

Development Day

Save the Date! June 3, 2020

"Make a Difference in the Lives That Follow"

News & Annoucements

September 9, 2019

Celebrate National Day of Encouragement

Showing a little encouragement is an easy way to make someone’s day, and we’ve come up with a few ideas on how you can do so.

September 2, 2019

Fall into Volunteering this Autumn

Autumn’s beautiful weather and fun holidays make it easy to find volunteering opportunities in your area. We’ve come up with a few ideas to get you started.

August 26, 2019

Here's Why You Should Adopt a Pet from a Shelter

Thinking about expanding your family to add a new furry friend? When you adopt a pet, you’re changing both its life and yours. Here's a list of top reasons you should consider a shelter animal for your next pet.

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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.