Eastern West Virginia Community Foundation

Plan

The Eastern West Virginia Community Foundation is delighted to work with Professional Advisors to help donors create the lasting legacy they desire.  If you are an accountant, attorney, or financial planner, with a donor who is considering making a charitable gift, we encourage you to speak with them about the Community Foundation then contact us with questions, or to schedule a meeting. We are here to discuss how we can help your clients establish a fund to benefit their favorite nonprofit organizations or charitable causes this year, and forever.

David DeJarnett, of Bowles Rice, has been providing legal services and excellent counsel to the Community Foundation since its inception in 1995.
David DeJarnett, LL.M of Bowles Rice, has been a champion of the Community Foundation since its inception in 1995.
Stacy Duranko, Leslie Crabill, and Emma Pedraza of BCT Wealth Advisors are one of many professional advisor teams who have worked with clients to establish a legacy at the Community Foundation.
Stacy Duranko, Leslie Crabill, and Emma Pedraza of Potomac Wealth Advisors are one of many professional advisor teams who have worked with clients to establish a legacy at the Community Foundation.

 

Legacy Society

Legacy Society members are creating charitable endowments tomorrow by making planned gifts today. Recording one’s charitable intentions also serve as a guidepost for family and friends, thereby establishing a simple way for loved ones to support nonprofit organizations and charitable causes which are near and dear to you.

There are various ways to make a planned gift, and we hope you will involve the Foundation in your gift before you make it. A planned gift is an extraordinary way to leave a lasting legacy to honor you, your family, and your community. Often, the Community Foundation will not receive your planned gift for years to come, but we are here to help you plan for the future.

We encourage you to include your attorney, estate planner, and financial advisor in the discussion as you develop your gift plans. It’s the best way to make certain your charitable vision is crystal clear, ensure the tax-deductibility of your gift, and build your legacy. For more information and sample wording to help craft a legacy gift within your estate plan, download our Bequest Wording document which will provide ideas that can help your attorney, CPA, or financial advisor.

To discuss creating your personal legacy, please contact the Community Foundation at 304-264-0353 (Martinsburg, WV), or 304-822-7200 (Romney, WV).

 

Martinsburg Office
127 Crimson Circle
Martinsburg, WV 25403
[email protected]
304.264.0353

Romney Office
Post Office Box 40
91 South High Street
Romney, WV 26757
[email protected]
304.822.7200

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Vision

To build vibrant communities that provide opportunities for everyone living in the Eastern Panhandle of West Virginia.

Mission

To inspire philanthropy, serve donors, strengthen communities, and improve the quality of life in Eastern West Virginia now and for future generations.

Values

We honor the philanthropic vision of our donors and value their generosity. We respect the work of nonprofit organizations and the passion they bring to carrying out their missions. We earn the trust of our grantees, donors, and partners through our commitment to excellence in our stewardship and our dedication to accountability, integrity, professionalism, and transparency in all our actions. In all our work, we actively embrace accessibility, inclusion, racial and social equity, and the unity that comes from diversity.