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
- Karla Aho, Michigan Technological University
- Jeanette Asher, Legion of Christ
- Jeni Carino, Neighborhood House
- Nick Papadas, Judson Center
- Paula Trentman, Lenawee Community Foundation
- Scott Trudell, Walsh College
- Christa Williams, Ascension Providence Foundation
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
Whether it’s doing something for you, your loved ones or members of your community, check out these ways to boost serotonin levels throughout these cold months.
Giving back your time as a board member is a fulfilling way to help make a difference for a cause that you love.
Giving back to the world starts with you. How will you focus on your mental health this week?
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.
