An annual membership (12 months from the date your dues are received) in the Planned Giving Roundtable of Southeast Michigan (PGRTSEM) is available in the following options:
Local Council Membership - $150
Southeast Michigan Council dues include free admission to the monthly programs, webinars and workshops.
Due to COVID, we have transitioned over to a virtual platform for our meetings. We are planning to continue with virtual programming through at least June, 2021.
National Dues - $180
Dues includes a 12-month membership with the National Association of Charitable Gift Planners.
Our quarterly luncheon meetings are held four times each year. We also offer a Case Study Workshop and up to six(6) webinars per year. These meetings are all FREE to members and offer excellent networking opportunities.
Non-members are welcome to attend for $50. Non-members may also be included on the PGRTSEM newsletter and email lists.
Please see our Program Schedule for specific meeting dates and information.
Our monthly meetings are slowly transitioning back to an in person format. Please watch the program listings for specifics.
When we purchase a webinar from PG Calc, we have only 1 online connection to the program; in-person attendance at our member hosted location is required to view the webinar that day. Members will have access to a recording of the program about a week after the program airs.
Luncheon programs are offered as hybrid meetings. You may attend in-person or via Zoom.
How to Join:
The link above will direct you to the CGP website. Click Join on the main navigation bar.
• Select Join/Renew
• If you want to join the national organization (not required) be sure the first box “Individual National Membership” is checked.
• If you do not want to join the National organization uncheck the box.
• Then locate our Southeast Michigan council, organized alphabetically by state, and check the box.
• You will fill out your membership information and create a username and password. Please keep this username and password for future renewals.
You may choose to pay with a credit card or check. If you need assistance please call the National office at 317-269-6274 or email email@example.com.
BENEFITS OF MEMBERSHIP:
High quality, live educational programs presented by experts in charitable giving, estate planning, financial and law, offered quarterly at no charge to members.
Case Study Workshops are valuable for all fundraisers and advisors and are especially helpful to newer advisors and officers to assist them in reviewing and analyzing gift opportunities in several different situations.
Webinars led by national experts, offered locally at members-hosted sites (up to) six times per year.
Mentoring program, matching seasoned professionals with individuals who are new to planned giving.
Opportunities to network and exchange ideas with colleagues in the field.
Membership directory, updated quarterly and e-mailed to members.
Job posting service, with planned giving position announcements emailed to members and posted on PGRTSEM website for 30 days.
Discounted registration to annual Development Day conference.
BENEFITS OF NATIONAL (CGP) MEMBERSHIP:
CGP is the national association for people whose work involves charitable gift planning. Their network includes more the 120 local planned giving councils working close to home to provide education and professional community. The mission of CGP is to increase both the quality and quantity of charitable planned gifts by serving as the voice and professional resource for the gift planning community. Benefits include:
Access to CGP Link, a web-based networking hub for CGP members and a centralized resource of information published by CGP and shared by its members and partners
Legislative Updates and national representation through ongoing work in government relations, ethics, education and research.
Members are listed on the CGP online directory and have access to its search and membership record update features
CGP Career Center - post job openings and/or view job postings for positions related to gift planning nation-wide
Discounted registration for CGP National Conference
Discounts on monthly CGP webinars
National Association of Charitable Gift Planners
1075 S. Broad Ripple Ave, #306
Indianapolis, Indiana 46220-2034
For questions on membership in CGP, please contact Carey Wilson at (317)269-6274, x.34,
or Email: firstname.lastname@example.org
For more information about membership, or to be included on our email and mailing lists for event and membership information, contact our Executive Director, Lori B. Angel at (810)375-2180 or Email: email@example.com
Our Council shares the physical mailing list of our membership with other professional organizations, most notably, the Association of Fundraising Professionals-Greater Detroit Chapter, and The Financial & Estate Planning Council of Metropolitan Detroit, solely for purpose of professional collaboration. Please contact our office if you do not want us to share your information.