Continuing Education Opportunity: Creative Charitable Planning for Trusted Advisors
Topic: Advanced Strategies for Non-Cash Gifts and Donor Advised Funds
Join us for a dynamic, interactive learning session designed for professional advisors (including attorneys, CPAs, financial planners, insurance professionals, and trust officers) who assist clients with charitable and estate planning.
Led by nationally recognized expert Bryan Clontz, the session will cover:
Strategies for maximizing charitable impact using non-cash assets (real estate, mineral rights, business interests, etc.)
Innovative solutions to complex planning scenarios involving donor advised funds.
Real-life case studies that combine tax, legal, investment, and philanthropic expertise.
APPROVED Continuing Education Credits:
American Bankers Association - 4.5 CTFA credit
West Virginia Bar – 4 Hours
Ohio Bar - 3.75 Hours
National Association of State Boards of Accountancy - 4 CPE credits
Sponsored by:
Space is limited — reserve your spot today.
Please RSVP to the Calendly Date of October 29 to attend this free course, hosted by Marietta Community Foundation and the Parkersburg Area Community Foundation.
Where's Dolly? Scavenger Hunt
Get ready for a whimsical adventure in Downtown Marietta with the Where's Dolly? Scavenger Hunt! This family-friendly event promises an evening of fun and philanthropy.
Event Details:
• Date: Friday, August 1st
• Time: 5:00 PM - 7:00 PM
• Location: Begin & end at the Armory, 241 Front Street Marietta, OH 45750
• Cost: $25 per team (limit of 5 people per team)
Teams will embark on a scavenger hunt filled with delightful book-themed clues scattered across various downtown businesses. As they solve each clue, they’ll explore our charming downtown and visit local businesses. Plus, whether the team solves all the clues or not, they’ll be entered into a raffle for exciting prizes!
All registered teams will be automatically entered to win an exciting prize, and those who successfully complete the scavenger hunt will be eligible for a chance to win $250 in Marietta Bucks!
The prize drawing will be held at 7:15 PM, so teams should stick around to see if they’re a lucky winner.
For a $25 donation, you can register your team online or sign up in person at the event. There is a limit of 5 people per team, so bring along your friends and family for an unforgettable evening!
By participating, you're not only enjoying a thrilling scavenger hunt but also supporting the Washington County Imagination Library program. Every dollar raised goes directly to providing free books to children aged 0-5 in Washington County, fostering a love for reading from an early age. Learn more about this impactful program at https://www.mcfohio.org/imagination-library.