Something's gone screwy with the listserv accepting attachments, so here is the info on the Donor Event included in this email. Sorry for any inconvenience!
The Art of Giving Locally
Introducing the donor to wills and bequests.
Sponsored by Leave a Legacy ® West Virginia, Southeastern Ohio, Eastern Kentucky, and neighboring communities,
Through the generous support of The Benedum Foundation and Leave a Legacy partners:
Childers Financial Planning, Davis & Elkins College, First United Bank & Trust, The Greater Morgantown Community Trust, Fairmont State Foundation, The Foundation of Monongalia General Hospital, West Virginia University Foundation, the West Virginia University Eye Institute, and the United Way of Monongalia and Preston Counties.
Friday, September 15th, 2006
8:00 a.m. until 10:30 a.m.
Mylan Room at
Monongalia General Hospital
A Free Workshop
Featured Speakers:
Deb Miller, West Virginia University Foundation
Robin Morris, First United Bank & Trust
Deb Miller currently serves as Director of Planned Giving at the West Virginia University Foundation She has worked in the field of estate planning since 1994. Deb earned her undergraduate degree and J.D. from West Virginia University. She has been published in more than 13 newspapers and newsletters and
her columns on estate planning currently appear in the Dominion Post.
Robin Morris serves as Trust Sales Officer for First United Bank & Trust in Sabraton. She has worked locally in various trust department roles for the last 8 years. Robin currently oversees the day-to-day administration of charitable gift annuities, pooled income funds and charitable remainder trusts.
AGENDA
8:00 a.m. 8:45a.m. Arrival and Breakfast
8:45 a.m. 9:30 a.m. Deb Miller, Encouraging Estate Giving
9:30 a.m. 10:00 a.m. Robin Morris, Estate Giving from the Advisor’s Perspective
10:00 a.m. 10:15 a.m. Paula Martinelli, The LEAVE A LEGACY® Partner Program
The Art of Giving Locally
Introducing the donor to wills and bequests.
Mark your calendars!
Registration Form
Name:
Title:
Organization:
Address:
City: State: Zip:
Phone: Fax: Email:
FEE: None
BREAKFAST: A full breakfast of eggs, waffles, bacon, sausage, fruit, coffee, tea and juices is provided.
While we are pleased to provide this free workshop we kindly request your RSVP for our preparation.
For more information and to register, please contact or return this form to:
Paula Martinelli/Angela Anderson
The Greater Morgantown Community Trust
PO Box 409
Morgantown, WV 26506
(304) 296-3433
FAX (304) 284-2408 or email [log in to unmask]
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