Information for Advisers

Investment advisers help many individuals consider, among other things, charitable estate or tax planning strategies that can help meet their financial needs as well as their philanthropic goals. By sharing information about The Ohio CPA Foundation’s planned giving program with clients who might have a potential interest, advisers play a vital role in matching their clients’ philanthropic goals with The Ohio CPA Foundation.

Investment advisers are welcome to contact The Ohio CPA Foundation staff at (800) 686-2727 for materials and information to share with their clients.