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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

  • Kelly Cronin, CFRE, University of Michigan - Dearborn
  • Anna Mann, University of Michigan
  • Brian Simmons, CPA, JD, Baker Tilly