Planned Giving

There are so many worthy endeavors for today's philanthropist, as well as an incredible array of financial instruments designed to make giving easy to plan and manage. The OSCPA Educational Foundation has a Planned Giving program to increase the variety of giving options and streamline the donation process. The Foundation created a mix of tools to meet the needs of its donors with tax advantages built right in. All donations benefit tomorrow's CPA, with scholarship monies being awarded to worthy students statewide. Make a donation to the Foundation and ensure that your contribution is making a difference in your community and for the CPA profession.

Contribution Options

The following are various options for your consideration as you determine the best way for you to make a contribution to the Foundation.

  • General Fund and Named Contributions
  • Endowment Funds
  • Retirement Plans
  • Estates
  • Real Estate
  • Life Insurance
  • Gift Annuities
  • Charitable Trusts

 

"I have enjoyed my career as a CPA and am grateful to belong to such an outstanding profession. I contribute to The OSCPA Educational Foundation to help accounting students be able to complete their education and join the CPA profession. Our profession is kept vibrant as each new CPA joins."

— Paula J. Palmer, CPA
Paula J Palmer CPA LLC, Portland


For more information on how you might include the Foundation in your planned giving strategies, please contact Phyllis Barker; 503-597-5472 / 800-255-1470, ext. 127.

planned giving

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