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Planned & Long-term Giving

September 30, 2018

In addition to your annual fund gift, there are many ways to make a long-term investment in the VSCPA Educational Foundation.

Planned Giving
By including the Foundation in your will or estate plans, you can continue your loyal support and leave a legacy for future CPAs in Virginia. The most common form of a deferred or planned gift is a charitable bequest. A will or living trust is a very personal matter and should be prepared with an attorney. The following language is an example of how a bequest may be worded:

"I hereby bequeath to the VSCPA Educational Foundation, located at 4309 Cox Road in Glen Allen, Virginia, the sum of (__% of my estate) or ($  )." (Please choose either a percent or a fixed dollar amount, but not both.)

If you are interested in ensuring the future of the accounting profession by including the VSCPA Educational Foundation in your estate or by establishing a named scholarship, please contact VSCPA Educational Foundation at (800) 733-8272 or [email protected] for more information. The minimum amount needed to establish a named scholarship is $50,000. All contributions to the VSCPA Educational Foundation, a 501 (c)(3) corporation, are tax deductible.