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
- Lisa Brush, The Stewardship Network
- 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
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
This National Women’s History Month, you can honor women who have strived to make a difference in the world, along with women in your community today.
Did you know you can give back by supporting small businesses? Here are some hows, whys and benefits of supporting small businesses for your altruistic lifestyle.
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.
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.
