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

  • Kelley Denk, WSU - School of Medicine
  • Amy Palmer, Adrian Dominican Sisters
  • Lori Robitaille. WSU - School of Medicine

News & Annoucements

  • Make October about more than just pumpkin spice lattes and costumes. Check out some of these ideas on how you can give back this month.

  • Values and beliefs instilled now flourish into actions later. What can you do to instill philanthropic values in your children? To get you started, here are six ways to teach your child about giving.

  • Dogs are the best, and this month you can celebrate them even more, because October is National Adopt a Shelter Dog Month!

Upcoming Events

  • Bequests and Simple Bequest Alternatives (Webinar)

    Thursday, November 17, 2016 12:30 pm - 2:30 pm

    Bequests and Simple Bequest Alternatives (Webinar)

    Description: In the majority of planned giving programs, bequest gifts account for 75-80% of all planned gifts, and in some cases approach 100%. In addition, there are gifts by beneficiary designation, a small but growing part of estate gifts. This webinar will briefly describe the types of bequest gifts and beneficiary designations and why they are attractive to both donors and charities. It then will explore the best way to make each gift, special considerations to keep in mind, and pitfalls to avoid. With an understanding of the how's and why's, the stage will then be set for a discussion on ways to talk with your donors about these types of gifts and help them to take action on their best-of-gift intentions.

    Presenter: Mike Valoris, PG Calc

    Fee Sponsor: Beaumont Foundation

    Location Sponsor: Jewish Federation of Metropolitan Detroit
    Contact Information:
    Lori B. Angel
    (810) 375-2180

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