Planned Giving

A planned gift, or legacy gift, is a wonderful opportunity to support The Ohio CPA Foundation and have a lasting impact on your profession for years to come. A planned gift can also serve to support your long-term financial goals by providing a tax deduction and a lifetime of annuity income, for example.

We invite you to explore the many options of planned giving listed on the right and consider joining The 1956 Legacy Society by making a bequest or other planned gift to The Ohio CPA Foundation. Members of The 1956 Legacy Society not only play an important role in the Foundation’s future but also remain a part of its history.
 

Join The 1956 Legacy Society

By making a bequest or planned gift to The Ohio CPA Foundation, you become a permanent member of The 1956 Legacy Society.

As a member of The 1956 Legacy Society, you will receive invitations to Foundation donor events and will be recognized throughout your lifetime and beyond for your generosity. 

Please complete and submit this Declaration of Intent form to notify The Ohio CPA Foundation that arrangements have been made for one of the following gifts*:

  • A bequest to the Foundation in a will or through a revocable trust.
  • The naming of the Foundation as a beneficiary of a retirement plan or a life insurance policy.
  • Participation in a life income arrangement for the benefit of The Ohio CPA Foundation (for example, a charitable gift annuity program or a charitable remainder trust)
  • The creation of a charitable lead trust for the benefit of the Foundation
*Gifts in any of these forms may be made in memory or in honor of family and/or friends.

We invite you to contact us with questions and welcome the opportunity to discuss these options further. We also highly recommend that you speak to a financial adviser.