Advancing the Practice of Philanthropic Planning
A Professional Community for Charitable Planning
The Planned Giving Roundtable of Southeast Michigan (PGRTSEM) brings together professionals who share a commitment to thoughtful, strategic philanthropy. Our members include fundraisers, attorneys, financial advisors, and nonprofit leaders working to help donors make meaningful charitable gifts that create lasting impact. Through regular programming, peer discussion, and professional development opportunities, PGRTSEM provides a trusted forum where colleagues can exchange ideas, deepen expertise, and strengthen the practice of philanthropic planning across our region.
Upcoming Events
What Would You Like to Know About a Trust Bank?
October 22 @ 12:30 pm – 2:00 pm at The Henry Ford MuseumCreating a Culture of Philanthropy
November 19 @ 12:00 pm – 2:00 pm at Angela HospiceCase Study Workshop
December 17 @ 12:30 pm – 2:00 pm at Boys Scouts of America Crossroads Council
2027 Planned Giving Roundtable Call for Proposals
Share Your Expertise. Strengthen Our Profession.
The Planned Giving Roundtable is seeking engaging presenters for our 2027 educational programming. Learn more about the topics, themes and how to submit your proposal here.
Professional Community
Connect with peers across nonprofit, legal, and financial professions.
Practical Learning
Case-based discussions and programming focused on real philanthropic planning challenges.
Career Growth
Mentorship and professional development for the next generation of planned giving professionals.
Planned Giving Roundtable Mentor Program
Developing the Next Generation of Planned Giving Leaders
The PGRTSEM Mentor Group connects professionals newer to planned giving with experienced practitioners in the field. Each cohort brings together a small group of participants and a seasoned mentor for regular conversations about real-world fundraising challenges, donor strategy, and career development in philanthropic planning. The program provides a supportive environment for learning, professional growth, and building lasting connections within the planned giving community.
Membership Benefits
- 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.
- Seminars 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 posted in Member portal.
- Job posting service, with planned giving position announcements emailed to members and posted on PGRT website for 30 days.
- Discounted registration to annual Development Day conference.
- Quarterly luncheon meetings with Legislative Updates – free to members
- Monthly seminars
