Particular Chapter

Leave a Legacy

Give a legacy donation to the MACPA Educational Foundation and help us secure the future of our profession.

Legacy Giving Options

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Make a gift from your traditional IRA during your lifetime that would be subject to income tax if otherwise withdrawn.

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


Diana Keener

Questions?

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

Diana Keener

Or...

Laura Swann, CPA, CFO MACPA: lauras@macpa.org, 443.632.2325