Featured Members
Jane Alessandrini
Laura Clark Brown
Eric Haven
Tom Scholler



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

  • Katie Brennan, Evangelical Homes of Michigan
  • Sally Dale-Vaughn, Fifth Third Bank
  • Dawn Magretta, Macomb Community College Foundation
  • Roger Maki-Schramm, Michigan School of Psychology
  • Helen Starman, Richner & Richner

News & Annoucements

  • When employers are looking for someone unique, make your resume jump out by adding volunteer experience. How can volunteering boost your job search? We’re going to find out.

  • Whether you’re single, dating or married, you can give the most romantic Valentine’s Day gift by giving back to your community. Check out 14 altruistic ways to celebrate this special day.

  • Give yourself and your loved ones the greatest gift this American Heart Month by focusing on making heart-healthy decisions towards a happier and healthier lifestyle.

Upcoming Events

  • Successfully Navigating Gifts of Real Estate (Webinar)

    Thursday, March 30, 2017 12:30 pm - 2:30 pm

    Successfully Navigating Gifts of Real Estate (Webinar)

    Location: Detroit Symphony Orchestra
    3711 Woodward Avenue
    Detroit, MI 48226
    Description: Gifts of real estate are back! Donors are again offering real estate to support their favorite charities. Understanding the benefits – and pitfalls – of gifts of real estate can result in high-dollar gifts that significantly increase fundraising totals. Learn about the various options available to donors who wish to give real estate, including giving a home or vacation home while continuing to use it. What are the risks to the charity, and what steps can the charity take to minimize risk? This webinar will discuss initial due diligence that the charity can perform at minimal cost using its own staff.
    Gain confidence for how to navigate a gift of real estate from discussion in the donor’s living room, through due diligence, to acceptance – or polite refusal!

    Presenter: Mike Valoris, PG Calc

    Fee Sponsor: Philanthropy Services, LLC
    Location Sponsor: Detroit Symphony Orchestra
    Contact Information:
    Lori B. Angel

The Planned Giving Roundtable of Southeast Michigan (PGRTSEM) is a 501(c)(3) nonprofit organization.