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X-WR-CALNAME:Planned Giving Roundtable of SE Michigan
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SUMMARY:Grateful Dead: Using Effective Stewardship to Show Gratitude to Planned Giving Donors
DESCRIPTION:Online Event Only
URL:https://www.pgrmi.org/event/grateful-dead-using-effective-stewardship-to-show-gratitude-to-planned-giving-donors/
LOCATION:Michigan
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DTSTART;TZID=America/Detroit:20260820T123000
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UID:335-1787229000-1787234400@www.pgrmi.org
SUMMARY:Wise Giving: How Thoughtful Planning Creates Extraordinary Legacies
DESCRIPTION:Every charitable gift tells a story\, but the most meaningful legacies are rarely created by chance. Through engaging case studies and practical planning strategies\, this session explores how estate planning attorneys\, wealth advisors\, CPAs\, trust professionals\, nonprofit leaders and team members can work together to help clients maximize impact\, minimize taxes\, and ensure their generosity reflects both their values and their vision. Attendees will leave with actionable ideas for donor-advised funds\, charitable trusts\, retirement assets\, business succession planning\, and other collaborative planning strategies that create better outcomes for families and the organizations they support. \n\n\n\nSPEAKERS:Amanda Gardner JD\, Attorney & Counselor at Law\, Schluter & Hughes Law Firm\, PLLCBrad Sorenson\, CFP®\, MSPFP\, Wealth Advisor\, Diversified Portfolios\, Inc.
URL:https://www.pgrmi.org/event/wise-giving-how-thoughtful-planning-creates-extraordinary-legacies/
LOCATION:Detroit Zoo\, 450 W 10 Mile Road\, Royal Oak\, MI\, 48067
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DTSTART;TZID=America/Detroit:20260910T120000
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DTSTAMP:20260902T140402Z
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UID:343-1789041600-1789048800@www.pgrmi.org
SUMMARY:Blending Gifts\, Blending Conversations: A Collaboration with the Association of Fundraising Professionals (AFP Greater Detroit Chapter)
DESCRIPTION:Join us for an engaging panel discussion in partnership with the Planned Giving Roundtable of Southeast Michigan. Through real-world case studies\, our panel will share how they identified donor goals\, explored a variety of giving vehicles\, and guided donors toward solutions that aligned with both their philanthropic vision and financial circumstances. \n\n\n\nPrior to the discussion\, connect with colleagues from the AFP Greater Detroit Chapter and the Planned Giving Roundtable of Southeast Michigan for lunch and networking. Whether you are new to blended giving or looking to expand your expertise\, this session will provide practical insights and strategies you can apply in your own donor conversations. \n\n\n\nPanel \n\n\n\n\n\n\n\n\n\nBobie Clement\, CFRE\, Senior Associate ConsultantMarts & Lundy \n\n\n\n\n\n\n\n\n\nLora Cabarios\,Vice President of PhilanthropyEversight \n\n\n\n\n\n\n\n\n\n\n\n\n\nRegister Here
URL:https://www.pgrmi.org/event/blending-gifts-blending-conversations-a-collaboration-with-the-association-of-fundraising-professionals-afp-greater-detroit-chapter/
LOCATION:Vibe Credit Union Novi HQ\, 44575 W 12 Mile Rd\, Novi\, Michigan\, 48377
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