PLANNED GIVING BASICS
FirstMerit Bank Training Room, 7th Floor
106 South Main Street, Akron, Ohio 44308
Join us for a series of workshops that will introduce you to the tools and techniques of planned giving. Learn from the experts how planned gifts work and how they are used in a donor’s estate plan.
- Wednesday, February 18th, 2015 8:30 a.m. to 10:00 a.m. - “All About Wills”
Instructors: Susan Figler, JD, Director of Development, Holy Family Parish, and David Umbaugh Esq., Day Ketterer2.
- Wednesday, February 25th, 2015 8:30 a.m. to 10:00 a.m. - “All About Charitable Gift Annuities”
Instructor: Toby Blossom, Vice President, Charitable Advisory Group, FirstMerit Bank3.
- Wednesday, March 4th, 2015 8:30 a.m. to 10:00 a.m. - “All About Charitable Remainder Trusts”
Instructors: Don Laubacher , Exec. V.P. Sequoia Financial and Richard Harris, Partner Brouse McDowell4.
- Wednesday, March 11th, 2015 8:30 a.m. to 10:00 a.m. – “All About Real Estate Gifts and Insurance Gifts”
Instructors: Steve Cox Esq., Partner, Roetzel and Andress and Paul Catania, Sr. VP, Oswald Companies5.
- Wednesday, March 18th, 2015 8:30 a.m. to 10:00 a.m. – “All About Donor Advised Funds and Private Foundations”
Instructors: Laura Fink, Director of Development, Akron Community Foundation and Toby Blossom, Vice President, Charitable Advisory Group, FirstMerit Bank
Each workshop is $30.00 per person for Leave a Legacy members and $40 per person for non-members and includes breakfast.
Purchase an individual workshop, or purchase all five workshops and receive one FREE.
All 5 workshops, for Leave a Legacy members: $120.00 (Save $30.00).
All 5 workshops, for non - Leave a Legacy members: $160.00 (Save $40.00).
For more information, contact Elizabeth Ganocy, Project Director, Leave a Legacy, Summit, Portage, Medina at 330-990-5027 or email@example.com , or to REGISTER, fill out attached Registration form.
Those who live in the Greater Akron area – Summit, Portage and Medina counties – are generous and caring people. Many volunteer regularly and give financially to the charitable or nonprofit organizations of their choice.
But when they’re gone, their support is greatly missed.
By leaving a legacy of any size through a gift in your will, or a gift from your estate, you can continue to help organizations that are making an important difference in the quality of life in Summit, Portage and Medina counties.
Anyone can leave a legacy.
Anyone can make a lasting difference.