Mission
Increasing the quality and quantity of charitable planned gifts in our community
SEE PROGRAM SCHEDULE FOR CANCELLATIONS 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
- Suann Hammersmith, Lenawee Community Foundation
- Janette Phillips
Membership Portal
Login (see Navigation Bar above) for Resources such as:
- Member Search Feature
- Member & Board Rosters
- Documents: samples and templates
Development Day June 3rd - POSTPONED
Development Day has been postponed. We will monitor the COVID-19 crisis and provide an update as more information becomes available.
"Make a Difference in the Lives That Follow"
News & Annoucements
In 2020, you might be wondering if being happy is something you could admit to—but even during challenging times, there are ways to boost your mood and try to celebrate the good things in life.
When it comes to living an altruistic life that can help make a difference for others, one of the most valuable things you can give your community is the gift of volunteering.
On average, a new habit takes approximately 30 days to develop, so don’t get discouraged if you struggle at first. Remain positive and focused on the goal.
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.
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Christopher L. Kelly
