PGRTSEM Speakers Bureau
Expert-Led Programs for Organizations and Community Audiences
The Planned Giving Roundtable of Southeast Michigan (PGRTSEM) offers a Speakers Bureau designed to strengthen charitable planning across our region.
Whether your organization is looking to build internal capacity or educate your community on estate planning and charitable strategies, our experienced professionals provide credible, practical presentations tailored to your audience.
For Nonprofit Boards & Leadership Teams
Strengthen Your Planned Giving Strategy
This program is designed for boards, executive leaders, and development teams seeking to integrate or improve a structured planned giving program.
Participants will gain:
- A clear understanding of why legacy strategy drives long-term sustainability
- Insight into how planned giving complements existing fundraising efforts
- A practical framework for building or refining a legacy program
- Clarity on scalable vehicles most organizations can implement
- Actionable next steps to move from intention to implementation
This session focuses on institutional strategy — helping organizations design revenue that compounds over time.
Ideal for:
- Nonprofit boards
- Executive leadership teams
- Development staff
- Organizations exploring or refreshing planned giving efforts
For Community & Public Audiences
Educating Donors on Smart Charitable Planning
PGRTSEM speakers are also available to present educational sessions for community groups, congregations, service clubs, and civic organizations.
These programs are designed for lay audiences and cover practical estate and charitable planning topics, including:
- How to create or update a will
- When a trust may be appropriate
- Including charitable beneficiaries in estate plans
- Understanding beneficiary designations
- The financial and tax considerations of charitable gift annuities
- Practical approaches to aligning personal values with legacy planning
These sessions are educational, accessible, and grounded in professional expertise.
Ideal for:
- Churches and faith communities
- Rotary and civic groups
- Community foundations
- Senior-focused organizations
- Donor education events
Why PGRTSEM
PGRTSEM is a curated network of fundraising professionals, attorneys, financial advisors, and philanthropic planning specialists committed to excellence in charitable strategy.
Our Speakers Bureau brings cross-disciplinary expertise, real-world experience, and practical clarity to every presentation.
We tailor each program to your audience and organizational goals.
Request a Speaker
Click on the box below to request a PGRTSEM Speakers Bureau presentation.
