Ways to Give

You can donate now using the box to the right or send a check to: 

A legacy gift, or planned gift, is a wonderful opportunity to support The Ohio CPA Foundation – and have a lasting impact on the profession – for years to come. A planned gift can also 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 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.

Read more in our Planned Giving section.

Have you already included The Ohio CPA Foundation in your estate plan? Please contact us at 800.686.2727 or foundation@ohiocpa.com so that we may thank you for your commitment, even if you prefer no public recognition.

Double your donation to The Ohio CPA Foundation! Many employers sponsor matching gift programs and will match charitable contributions made by their employees. If your company offers a matching gift, please complete the company form and send it to:

Memorial and tribute gifts are powerful ways to celebrate someone’s life or honor someone special – and help move the Foundation’s mission forward.

Whether your gift is made in remembrance of someone special or to celebrate a significant milestone of a colleague or mentor (retirement, for example), these gifts can hold lasting significance to the donor and to the honoree or his or her family.

When you make a memorial or tribute gift, we will acknowledge your contribution and notify the honoree (or designated individuals such as family members). Simply complete the Memorial and Tribute Gifts Form  and we will do the rest.

Helping students achieve their educational goals through scholarships is one way the Foundation is supporting the next generation of CPAs.

Whether you establish a named scholarship endowment or make a one-time contribution to the Statewide Scholarship Fund, you can directly impact and benefit the life of student pursuing his or her accounting degree. Learn more.

The Ohio CPA Foundation offers a variety of ways to showcase your organization and support the next generation of CPAs. As a corporate sponsor of the Foundation’s student initiatives, you can:

Create more visibility for your organization.

Connect directly with students.

Support the future of the CPA profession by helping the Foundation grow its impact throughout the state.

A gift of securities is one of the easiest and most tax-savvy ways to make a contribution to The Ohio CPA Foundation. Simply transfer appreciated stocks, bonds, or mutual fund shares you have owned for more than one year to The Ohio CPA Foundation.

Benefits:

You receive an immediate income tax deduction for the fair market value of the securities on the date of transfer, no matter what you originally paid for them.
You pay no capital gains tax on the transfer when the stock is sold.
Giving appreciated stock is often more beneficial than giving cash.

To make a gift of securities, simply complete this form and give it to your broker.