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
- Gene Leger, Ave Maria Radio
- Sarah McCallum, Ducks Unlimited
- Amy Newman, Jewish Family Service
- Andrea Nitzkin, Jewish Family Service
- Blake Pokley, Sequoia Financial Group
Membership Portal
Login (see Navigation Bar above) for Resources such as:
- 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
If you have something or some time to give, consider doing so today. Here’s a list of easy ways you can give something away today.
Farmers markets have so much more to offer than just the sights and smells. The following is a list of just a few reasons you should visit your local farmers market this summer.
Planning an Independence Day gathering should be about creating community, not a source of stress. We’ve compiled a list of everything you need to throw a party your guests will rave about.
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.
