Planned Giving

With any bequest or planned gift to The Ohio CPA Foundation, you become a permanent member of the 1956 Society. Your generosity and commitment create an impact throughout your lifetime and into the future. Members of the 1956 Society demonstrate the kind of leadership that inspires others to make an investment in the future. 

Please share your intent now, so that we can recognize your leadership and generosity. Please complete and submit this Declaration of Intent form to notify The Ohio CPA Foundation that you have designed a planned gift, or simply let us know with an email to [email protected] 

• Add a bequest to the Foundation in a will or through a trust.

• Designate the Foundation as a beneficiary of a financial account such as a retirement plan, IRA, pension plan or bank account 

• Name the Foundation on a current life insurance policy, or donate a paid life insurance policy 

• Delete participation in a life income arrangement 

• Planned gifts demonstrate intent and are not a legal obligation. They may be changed at your discretion at any time. 

Gifts to the Foundation may also be recognized In Memory Of or In Honor Of a family member, business associate or mentor, or another inspiring figure in your life. 

Your gift is an investment in the future that will bring more talent to the profession and foster meaningful relationships with the next generation of CPAs. 

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.