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.
Bequests, or gifts made through your will, and beneficiary designations, which do not require a will to accomplish, are powerful and meaningful ways to create a philanthropic legacy that will cost you nothing during your lifetime (updating a will can involve attorney fees, however).
We are happy to work with you and your advisor to structure the type of planned gift that best fits your financial and philanthropic goals.
Have you already included The Ohio CPA Foundation in your estate plan? Please contact us at (800) 686-2727 or firstname.lastname@example.org so that we may thank you for your commitment, even if you prefer no public recognition.