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Planned Giving

Planned Giving increases the variety of giving options and streamlines the donation process. The OSCPA Educational 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.

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

Many contributors have established and funded endowments that help ensure the continued success of the scholarship program. Donors may establish a new endowment or contribute to an existing endowment.

Established Endowment Funds

  • Lynne M. Angland Memorial Endowment
  • Stephen P. & Mayno Blanding Endowment
  • Myron J. Fleck Endowment
  • James B. Gaffney Endowment
  • Robert L. Gantenbein Memorial Endowment
  • Randell C. Guyer & Son Endowment
  • Robert F. Isler Memorial Endowment
  • Raymond & Marilyn Johnson Endowment
  • Anna L. May Endowment
  • Anna L. May 5th Year Endowment
  • Suzanne P. McGrath Endowment
  • Melvin T. Nygaard Endowment
  • Jan Ellen Pailthorp Endowment
  • Selma I. Starns & Alexander R. 'Dick' Bartley Endowment
  • Alan L. Steiger Endowment
  • Donald L. Tang Endowment
  • The Willow Endowment

For more information on how you might include the Foundation in your planned giving strategies, please contact Tonna Hollis; 503-597-5471 / 800-255-1470, ext. 129.