Leave a Legacy

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

 

The MACPA Educational Foundation’s mission is to build the CPA talent pipeline and secure the future of our profession.

Leave a lasting legacy by supporting the Foundation.

See below for legacy giving options.

Legacy Giving Options

  • 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 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– Make a gift from your traditional IRA during your lifetime that would be subject to income tax if otherwise withdrawn.
    • To Qualify:
      • You must be age 70 ½ or older at the time of the gift
      • Transfers must be made directly from your traditional IRA account by your administrator to the Foundation. Funds that are withdrawn by you and then contributed do not qualify. Gifts from a 401k, 403b, SEP, and other plans do not qualify.
      • Gifts must be outright.
    • Benefits:
      • Counts toward some or all of your required minimum distribution (RMD) for the year from your IRA.
      • Can total up to $100,000.
      • Not included in gross income for Federal income tax purposes on your IRS Form 1040 (no charitable deduction is available, however).

 

  • 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.
 

Contact Our Team

For more information on the Foundation’s activities, contact Rebekah Brown (443) 632-2320 | rebekah@macpa.org

For further information on giving options, making payments, and the tax aspects of giving, contact Skip Falatko at (443) 632-2324 | skip@macpa.org, or Laura Swann at (443) 632-2325 | lauras@macpa.org

 

 

The MACPA Educational Foundation, Inc. is a 501c3 entity – Tax ID 52-1787902
901 Dulaney Valley Road, Suite 800, Towson, MD 21204

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