Create a legacy that will save historic buildings, and the resources that make Cincinnati a unique and special place for generations to come, through planned giving: gifts that do not involve writing a check!
There are many ways to make a planned gift. Most commonly, these can be made as part of your estate planning. After you take care of your loved ones first, please consider including CPA as a beneficiary of your will, living trust, retirement plan, or insurance policy. Imagine what an incredible difference your gift can have on what we can accomplish in the future!
Gifts of stock that are transferred to CPA (not sold first) may provide you with tax advantages and enable you to make a more meaningful gift. (CPA, as a tax-exempt organization, will benefit from the full value of the stock.)
Qualified Charitable Distributions, commonly known as IRA Rollovers, can be made at age 70 1/2. Here again, CPA will benefit from the full value of the transfer, enabling you to make a more significant gift.
By creating a Charitable Remainder Trust, you (and/or another individual) can receive generous payments for life, plus important tax advantages, while making a tremendous difference in our future.
CPA also accepts gifts of real estate. These can either be used by the organization or sold, with the profits helping to expand essential programs and develop much-needed new ones.
Please contact us first if you are considering any of these gifts.
CPA Legacy Society
The purpose of CPA’s
Legacy Society is to recognize those individuals and families who have remembered CPA in their estate plans through a planned gift or gift of
real estate. The Legacy Society serves to enable members to acknowledge
the value of our organization and Cincinnati’s unique historic resources and
secure its mission for generations to come.
We are thankful for the generous gifts from our Legacy Society members
Mary & Tom Croft
Estate of Mary Ellen Heinz*
Estate of Ann Louise Helmsderfer*
Phillip J. Nuxhall
William C. Martin
Emily Rauh Pulitzer
Clark & Ellen Sole
Ruth Wagner Trust*
Nuts and Bolts
Gifts in Wills or Living Trusts
Contact your attorney about the best options for you and your family; then provide our legal name, address, and tax identification number as follows:
Cincinnati Preservation Association
430 Reading Rd. Suite 300
Cincinnati, OH 45202
Tax identification number: 31-6049618
Gifts from Retirement Assets and Insurance
You can name CPA as percentage beneficiary of a retirement asset, or of a “paid up” life insurance policy. Simply go on-line to update your beneficiary plans or contact the company for a change of beneficiary form; then use our legal name and address as noted above.
Don’t Be a Stranger: You’re Making Us Part of Your Family!
Be sure to let us know if you do include CPA in your estate plans. We would love to learn more about your passions, discuss how you’d like your gift to be used, and thank you before it is too late. (Your plans can remain anonymous, if you prefer.)
Gifts You Can Make Today
Donating stock instead of cash can have many benefits for you and can be a convenient way to support CPA.
For audit and acknowledgement purposes, please call or write CPA with information about each gift of stock that is to be transferred. We will need your name, contact information, name of security, number of shares, approximate value and date of the transfer, and whether you prefer to remain anonymous.
Bank instructions for stock transfers can be provided by emailing us at firstname.lastname@example.org.
IRA Charitable Rollovers
For individuals who are 70 ½ or older, the IRA Charitable Rollover (Qualified Charitable Distribution) is a tax-savvy way to support Cincinnati Preservation Association. If you are 72 and required to make annual withdrawals from an IRA account, these otherwise taxable distributions may satisfy your annual Required Minimum Distribution (RMD) and exclude these funds from your taxable income.
You (and your spouse) can each transfer a total of up to $100,000 annually, to charities such as Cincinnati Preservation Association, for a purpose that you choose.
What are the benefits?
Transfer tax-free funds from your IRA directly to Cincinnati Preservation Association.
Can be applied toward your annual Required Minimum Distribution (RMD).
Beneficial for those who do not itemize deductions on their income taxes.
Withdrawals are not subject to annual charitable deduction limitations.
How an IRA charitable rollover gift works
1. Contact your IRA plan administrator to make a gift from your IRA to us.
2. Your IRA funds will be directly transferred to the Cincinnati Preservation Association to help continue our important work.
3. Please note that IRA charitable rollover gifts do not qualify for a charitable deduction.
4. Please contact Beth Johnson at email@example.com if you wish for your gift to be used for a specific purpose.
To learn more about providing a planned gift and becoming part of CPA’s Legacy Society, please contact Executive Director, Beth Johnson at 513-246-2046 or email firstname.lastname@example.org. She would love to hear from you, answer any questions you might have, and extend our utmost gratitude for your desire to make a wonderful impact on our work!