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.

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

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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.