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 next year!
"Make a Difference in the Lives That Follow"
News & Annoucements
People in your everyday life may be struggling much more than you know. So what can you do to help?
Just when you thought the holidays were over, the season of giving has extended into 2021. Use this month as a time to put good vibes out into the universe and continue giving.
While there may only be a few days left, there’s still time to put forth your best effort in 2020. Close out the year with one of these five acts to end on a high note.
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.
