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

Lisa Anga, Wayne State University
Ryan Bladzik, Michigan Masonic Charitable Foundation
Christopher Cousins, Financial Architects, Inc.
Linda Filipczak, Karmanos Cancer Institute
Liz Johnson, Karmanos Cancer Institute
Sharman Lamka, The FACES Foundation

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 12, 2019

"Make a Difference in the Lives That Follow"

News & Annoucements

May 20, 2019

5 Health Benefits of Playing Music

No matter how old you are, what your musical taste is or whether or not you can read a note, there's never a wrong time to learn how to play an instrument.

May 13, 2019

How to Use Social Media to Make a Difference

So, do you want to embrace social networking to have a positive influence on the world? Here are some ideas for how to use social media to make a difference.

May 6, 2019

Support National Foster Care Month

With more than 440,000 youth in foster care, there are plenty of ways to make a difference during this month. Here are ideas for how to support National Foster Care Month.

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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.