You can be a CPA hero

Bob Fay, CPA, has a lot of experience with charitable giving. Not only does he assist his clients in establishing their charitable contributions, he’s also a member of the charter class of The Ohio CPA Foundation’s 1956 Legacy Society. As a member of the Foundation’s Board of Trustees and development committee, he’s leading the effort to spread the word about the power of planned giving to his fellow CPAs. 

Donors that make a bequest or planned gift to the Foundation become permanent members of the 1956 Legacy Society, and those that do so before April 30, 2017 become part of the charter class. 1956 Legacy Society_logo_color

“The Foundation has really zeroed in on a number of very good programs that will make a difference in the coming years and decades for the profession,” Fay said. “So by being a legacy donor, I can help ensure that the future continues to be bright for CPAs that might not even be born today.”

Making a planned gift is a unique way to ensure the Foundation’s future success. Members of the 1956 Legacy Society that give through their estates continue to make an impact beyond their lifetime. These donors play an important role not only in the Foundation’s future, but also remain a part of its history.

Planned giving options include:

  • 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.

A planned gift, or legacy gift, supporting The Ohio CPA Foundation can have a lasting impact on your profession for years to come. Your commitment today will support the Foundation’s efforts to build tomorrow’s diverse and talented pipeline of future CPAs.

To learn more visit

Leave a comment