Give a legacy donation to the MACPA Educational Foundation and help us secure the future of our profession.
Donor Advised Funds
If you’ve established a donor advised fund through your investment or mutual fund company, you can make contributions to the Foundation with those funds.
The naming of the Foundation as a beneficiary of a retirement plan or life insurance policy
A Named Endowment
($25,000 minimum gift) To recognize a person, family, firm, or company. Typically, but not solely, a named scholarship fund.
Qualified Charitable Distributions
Make a gift from your traditional IRA during your lifetime that would be subject to income tax if otherwise withdrawn.
Benefits:
A bequest to the Foundation in a will or through a revocable trust
Suggested language to provide to your attorney in drafting an unrestricted bequest gift: “I give to the MACPA Educational Foundation, Inc., a non-profit corporation currently located at 901 Dulaney Valley Road, Suite 800, Towson, Maryland 21204, or its successor thereto, _____ [written amount or percentage of the estate] for its unrestricted charitable use and purpose.”
The MACPA Educational Foundation, Inc. is a 501c3 entity – Tax ID 52-1787902
901 Dulaney Valley Road, Suite 800, Towson, MD 21204
For further information on giving options, making payments, and the tax aspects of giving, contact:
Rebekah Olson, CPA, CEO MACPA: rebekah@macpa.org, 443.632.2320
Laura Swann, CPA, CFO MACPA: lauras@macpa.org, 443.632.2325