Announcing the charter members of the 1956 Legacy Society

Planned Giving
A planned gift, or legacy gift, is a wonderful opportunity to support The Ohio CPA Foundation and have a lasting impact on your profession for years to come. By making a bequest or planned gift to The Ohio CPA Foundation, you become a permanent member of the 1956 Legacy Society.
Announcing the charter members of the 1956 Legacy Society
By pledging to support The Ohio CPA Foundation, these members not only play an important role in the Foundation’s future, but also remain a part of its history.


What does the Foundation mean to you personally?

“Having long seen The Ohio CPA Foundation’s successful efforts to recruit top students to our CPA profession, I want to do more than my annual gifts. My gift to the 1956 Legacy Society means long term support for our profession to attract top talent. Each year, it gives me great joy to see the smiles of the students who receive scholarships from The Ohio CPA Foundation. My gift means those smiles will continue!” -- Jan Culver, CPA

Why is it important to build the pipeline of future CPAs?

“Alignment of talent to the needs of the profession is a journey, not a destination. It is ever-changing. We must continue to attract individuals committed to the professional standards of integrity, independence and objectivity—where “collective good” trumps “self-interest.” Trust and confidence in financial matters and financial reporting are at the foundation of a strong society.” -- Jerry Esselstein, CPA

What is it about The Ohio CPA Foundation that appeals to you as a donor?

“Young adults form their opinions, behaviors and plans for the future in their late adolescent years. Therefore, educating and guiding them through accounting – and more importantly, business – hopefully will influence their decision about entering our profession. And, if The Ohio CPA Foundation does well, it provides a basis for these individuals to respect our profession, as they look for guidance in the business world, even if they decide to pursue a different career.” -- Paul Etzler, CPA 

What prompted you to consider the Foundation in planning your estate?

“The reputation of the CPA credential today was built because of CPAs from 30, 40, 50, 60 years ago. By supporting the Foundation as part of the 1956 Legacy Society, I want to propel that so in 50 years from now, the CPA will have an even stronger foundation.” -- Bob Fay, CPA

Why did you decide to join the 1956 Legacy Society?

“I am proud to be a part of the 1956 Legacy Society. The Foundation has changed as its and the Ohio Society's needs have. The members have kept it a dynamic force in the organization. Hopefully my support will assist it in fulfilling its important goals.” -- Vic Feldmiller 

Why should CPAs consider a planned gift to the Foundation?

“We’re asking CPAs to consider what they can do to ensure continuity of the profession. How has the profession benefited you, and how you can benefit others in the future by providing that awareness and support?” -- Press Southworth

Add your name to the 1956 Legacy Society list
Why join the 1956 Legacy Society? As a member, you’ll join esteemed company in supporting the future of the accounting profession. 
Consider these planned giving options:
  • 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.
As a member of the 1956 Legacy Society, you’ll receive invitations to Foundation donor events and will be recognized throughout your lifetime and beyond for your generosity.
Please complete and submit this Declaration of Intent form to notify The Ohio CPA Foundation that arrangements have been made. Any gift may be made in memory or in honor of family and/or friends.
We invite you to contact us with questions and welcome the opportunity to discuss these options further. We also highly recommend that you speak to a financial adviser.

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