Thank you!
With your support, The Ohio CPA Foundation inspires young people to find a rewarding career and a future as a CPA and has a lasting impact on the profession. Your gift is an investment in the future.
For more information about these and other gift opportunities with The Ohio CPA Foundation, please contact Lori Brown at 614.764.2727.
Send a check to:
The Ohio CPA Foundation
4249 Easton Way, Suite 150
Columbus, OH 43219
Thank you!
The Foundation supports the profession’s future talent needs with a variety of initiatives aimed at attracting and developing Ohio’s best and brightest students. Our mission is to inspire and encourage individuals to become CPAs who embrace the core values of the accounting profession and serve the public interest.
Join our roster of organizational supporters. Organizations are invited to sponsor programs and encouraged to participate as speakers or panelists to show students the wide variety of careers open to them as accounting majors. Sponsorship opportunities start at $500. Link to 2024 Student Engagement
Please call Lori Brown at 614-764-2727 or email [email protected] to discuss sponsorship packages.
A planned gift, or legacy gift, is a wonderful opportunity to have a lasting impact on the profession for years to come. A planned gift to The Ohio CPA Foundation serves your long-term financial goals and secures your legacy with an investment in the future.
We welcome the opportunity to discuss your options and answer questions about planned gifts and programs from the Ohio CPA Foundation. We recommend you discuss tax and estate planning with a financial advisor to meet your financial as well as philanthropic goals.
Please call Lori Brown at 614-764-2727 or email [email protected]
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.
Note on your check or in PayPal gift that your gift is In Honor Of or In Memory Of and we will send and acknowledgement to your honoree or the family.
Please call Lori Brown at 614-764-2727 or email [email protected] if you have specific requests for the acknowledgement.
Helping accounting majors finish school is a key way The Foundation supports the next generation of CPAs.
We awarded more than $90,000 in scholarships to students in 2023, including several scholarships in the name of 1956 Legacy Society members.
Endowed Scholarship
Establish a named scholarship endowment with a minimum gift of $25,000, payable over 5 years. Endowments:
Remain in perpetuity
Use only the income for awards
Can be established to honor an individual, organization, corporation or foundation, or as a memorial
As a donor, you decide the basic terms of the award and who is eligible for the scholarship, for example, students at a particular school or from a particular background.
Designate any gift to the Statewide Scholarship Fund, which benefits accounting majors throughout Ohio.
Can we create a new page that collects feature articles about past scholarship winners?
Please call Lori Brown at 614-764-2727 or email [email protected] to discuss a new scholarship or the Statewide Scholarship Fund.
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.
We welcome the opportunity to discuss your options and answer questions about planned gifts and program from the Ohio CPA Foundation. We recommend you discuss tax and estate planning with a financial advisor to meet your financial as well as philanthropic goals.
Please call Lori Brown at 614-764-2727 or email [email protected]