Mission
Increasing the quality and quantity of charitable planned gifts in our community
Welcome to PGRT
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
- Sally Vaughn, Fifth Third Bank
- Karen Gaither, Belle Isle Conservancy
- Ethan Pepple, Living and Learning Enrichment Center
- Paula Love, Samaritas
- Matthew Bucher, UBS Financial Services
- Jackie McIntosh, Oakland University
- Lauren Jeske, Oakland University
- Holly Fine, PACE Southeast Michigan
- Joan Walton, Michigan Philharmonic
- Melissa Goodson, BeeGood
Membership Portal
Login (see Navigation Bar above) for Resources such as:
- Member Search Feature
- Member & Board Rosters
- Documents: samples and templates
Development Day
SAVE THE DATE!
June 3, 2026
Schoolcraft College VisTaTech Center
News & Announcements
The month of February reminds us to seek out stories and histories, and recognize the significance of black history. Take these ideas to heart and practice them as you honor Black History Month.
Employers are looking for more than just a good employee; they want someone with experience, good people skills and who stands out from the crowd. Make your resume jump out by adding volunteer experience.
This Valentine’s Day, give love to others by living an altruistic lifestyle and giving back. Try out some of these Valentine’s Day tips to truly see love blossom in your life.
Development Day -- Save the Date! June 3, 2026
The Planned Giving Roundtable of Southeast Michigan (PGRT) is a 501(c)(3) nonprofit organization, and a member council of the National Association of Charitable Gift Planners.
