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CFOV to Host Social Enterprise and Charitable Planning Seminar

Wheeling, WV – The Community Foundation for the Ohio Valley (CFOV) is hosting a continuing education seminar for local legal and finance professionals.  The seminar is scheduled for May 12 at Williams Golf & Country Club in Weirton from 12 p.m. – 4:30 p.m.

“Social Enterprise and Charitable Planning – What You Need to Know” will offer attendees an opportunity to learn more about the structure of social enterprises and important components of charitable planned giving.  These topics are especially relevant in the legal, finance and banking industries and will provide attendees with enhanced knowledge ultimately benefiting the clients they serve.

Presenters for the seminar include Elaine Waterhouse Wilson and John Campbell Harmon.  Waterhouse Wilson, presenting on social enterprise, is an associate professor of law at West Virginia University.  She teaches several courses on taxation, estate and gift planning and nonprofit organizations.  Harmon is a partner with Lovett Bookman Harmon Marks in Pittsburgh and specializes in estate and trust law.  He will be detailing the intricacies of charitable planned giving which is often encountered with frustration.  Harmon’s approach to the topic will remove barriers to understanding and build a strong foundation for future client benefit and support.

“We are very fortunate to have such esteemed experts willing to address these important topics to our local professional advisors.  I have heard both of them present and they are very knowledgeable on these issues,” shared Susie Nelson, executive director of CFOV.

The cost for the seminar is $25 and includes lunch and course materials.  The course has been submitted for CLE credit in both Ohio and West Virginia. Three (3) CPE credit hours are available for West Virginia practitioners.  This opportunity is also supported by the Charles M. & Thelma M. Pugliese Charitable Foundation.  To learn more click here or call CFOV at 304-242-3144 or email director@cfov.org.  Registration forms may be found here.

Since 1972, the Community Foundation for the Ohio Valley has connected donors who care with causes that matter by making grants to organizations working to improve the quality of life in the Upper Ohio Valley.  With assets of more than $34 million, the Foundation assisted in making more than $2,000,000 in grants last year.  From strengthening community schools and assisting local arts programs, to building health centers and helping lives affected by violence or natural disasters, the Foundation continues to enhance our region.  To learn more, visit the Foundation online at www.cfov.org.