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
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
Please see our Program Schedule for specific meeting dates and information.
Development Day Conference
One of the Midwest’s Longest-Running and Most Respected Planned Giving Conferences
Presented annually by the Planned Giving Roundtable of Southeast Michigan, Development Day is the organization’s signature educational conference and one of the Midwest’s longest-running conferences dedicated exclusively to planned giving.
For years, Development Day has brought together fundraising professionals, nonprofit leaders, financial advisors, attorneys, accountants, trust officers, and philanthropic advisors to explore the latest trends, strategies, and best practices in charitable gift planning. Known for its high-quality educational programming and nationally recognized speakers, the conference has become a trusted resource for professionals committed to advancing philanthropy through thoughtful, ethical planned giving.
Whether you are building a new planned giving program, expanding an established one, or advising donors on charitable planning, Development Day offers practical education, valuable connections, and ideas you can put into practice immediately.
Why Attend?
Development Day delivers timely, relevant education that helps professionals stay informed and confident in an ever-evolving philanthropic landscape. Participants have the opportunity to:
• Learn from nationally recognized experts and experienced practitioners.
• Explore current trends, legislative developments, and best practices in planned giving.
• Discover innovative strategies for cultivating and stewarding legacy donors.
• Gain practical tools and ideas that can be implemented immediately.
• Connect with colleagues from nonprofit organizations and professional advisory firms throughout the region.
• Expand their professional network through meaningful conversations and collaboration.
• Earn continuing education credits, when available.
Each conference is designed to provide practical knowledge that strengthens organizations, supports donors, and advances the profession.
Who Should Attend?
Development Day welcomes professionals from across the philanthropic community, including:
• Development and fundraising professionals
• Planned giving officers
• Major gift officers
• Executive directors and nonprofit leaders
• Foundation professionals
• Financial planners and wealth advisors
• Estate planning attorneys
• Certified Public Accountants (CPAs)
• Trust officers
• Professionals who advise individuals and families on charitable giving
• Anyone interested in helping donors create meaningful philanthropic legacies
Whether you are new to planned giving or an experienced practitioner, Development Day offers educational opportunities that support every stage of your professional journey.
Learn Together
Development Day provides an ideal opportunity for organizations to invest in their teams. Attending together encourages collaboration, strengthens institutional knowledge, and helps organizations return with shared strategies that can be implemented immediately.
Group registration opportunities may be available for organizations sending multiple attendees.
Hosted by the Planned Giving Roundtable of Southeast Michigan
As Southeast Michigan’s leading organization dedicated exclusively to planned giving education, the Planned Giving Roundtable of Southeast Michigan is committed to advancing philanthropy through professional development, ethical practice, and collaboration.
Development Day reflects that commitment by bringing together nationally respected speakers and dedicated professionals who share a common goal: helping donors make meaningful charitable gifts that strengthen communities for generations to come.
We invite you to join us at an upcoming Development Day and experience why this conference has remained a trusted educational resource for planned giving professionals for decades.