There is still space in this Thursday's workshop on Planned Giving. 
Approved for 2 social work CEUs and 2 hours for the WVU Continuing
Education Certificate in Nonprofit Management

Cost is just $15 if you register for this session and one other
nonprofit session (see http://socialwork.wvu.edu/continuing_education
for a full listing/description).  Hope to see you on Thursday!

Registration form is attached

Introduction to Planned Giving for the Non-Profit 9/27/07, 8am-10am,
Laurel Room, Mountainlair, Morgantown, WV

Agenda/Session Length:  

8:00am  	Paula Martinelli –  What Every Non-Profit Should Know
About Planned Giving
Whose Who in Your Community
Tools of the Trade
Where to Begin	
8:50am 	Break
9 to 9:45 am	Robin Morris, Planned Giving and the Dual Role of the
Trust Advisor 
9:45 to 10 am	Discussion and Questions

Presenters:

Paula Martinelli
Executive Director
The Greater Morgantown Community Trust, Inc.

Paula Martinelli has served for the past 3 years as the Executive
Director of the Greater Morgantown Community Trust, Inc.  GMCT was
established in 2001 as a non-profit, tax-exempt community foundation
based in Monongalia County and now holds over 3 million dollars in 78
endowment and project funds.   As a 16 year resident of Morgantown,
Paula has managed fundraising and grant writing activities at preschool,
elementary and middle schools, serving as Preschool Chair, PTO
President, and Treasurer.  She holds a BS degree in Public Policy  &
Management/ Information Systems from Carnegie Mellon University and an
MS from Georgetown University in National Security Studies.  Paula
currently administers GMCT funds, oversees grant making operations, and
actively works with agencies and individuals to help them assess and
meet their long term funding goals. 

Robin Morris 
Senior Trust Officer
WesBanco Trust and Investment Services, Inc.

Robin Morris serves as Senior Trust Officer for WesBanco Trust and
Investment Services, Inc.  Robin is a Certified Public Accountant and
earned her accounting degree from Fairmont State College.  She is a
graduate of Cannon Trust School  and has worked locally in various trust
department roles for the last 7 years.   Robin currently oversees the
day-to-day administration of charitable gift annuities, pooled income
funds and charitable remainder trusts and assists clients with estate
planning and tax planning that may involve charitable giving.

Presentation Description:

Does your non-profit or your favored organization have a strategy for
long term success?  The first hour of this workshop will provide an
outline for establishing a planned giving program in your local
community.  Topics covered will include, understanding the terminology
of planned giving, defining the planned giving audience, identifying the
tools to reach that audience, and where to seek help so as not to
reinvent the wheel.  

The second hour will introduce non-profits to a specific constituency
in the world of planned giving – the Trust advisor.  The Trust
advisor’s dual role in relation to non-profits and foundations, and
the donor will be explained.  Learn to expand your resources by forging
a relationship with Trust Advisors.


Learning Objectives:  

At the conclusion of this workshop, participants will 

Have a new awareness of the benefits of establishing a planned giving
program, 

Will have the knowledge to craft a planned giving program to meet the
specific needs of their organization, 

And, will have a variety of sample tools to take and use in their
program.

Specifically, participants will gain knowledge about the planned giving
community including community foundations, trust advisors, and
membership organizations such as LEAVE A LEGACY of WV.  They will learn
what resources these organizations can provide to their agencies and how
they interact in the planned giving community.



Jacki Englehardt, MSW, ACSW
Coordinator of Professional and Community Education
Division of Social Work
West Virginia University
PO Box 6830
Morgantown, WV 26506

304-293-3501, ext. 3109
fax:  304-293-5936
cell: 304-282-0321
Summer Institute on Aging Website:  http://wvsioa.org
WVU Division of Social Work Website:  http://socialwork.wvu.edu