You can make a general donation to the CPAEF four ways:
- During the member dues process.
- Anytime during the year through Online Services.
- By mail or in person at the CPAEF offices. (8th floor, 555 West Hastings Street, Vancouver, BC)
- By donating your fees if you are a Professional Development program instructor. For further information on this option, contact CPABC’s Vice-President, Professional Development.
A planned gift is a significant contribution that you plan to give to the CPAEF now, or in the future. A planned gift is a thoughtful, tax-wise donation that achieves both your philanthropic and estate planning objectives. Examples of planned gifts include:
- Naming the CPAEF as a beneficiary in your will. That legacy may be a gift of a fixed sum or the gift of estate residue.
- Naming the CPAEF as a primary or secondary beneficiary of an annuity, RRSP, or other financial instrument that makes up your estate.
- Naming the CPAEF as the recipient of your life insurance policy may permit you to arrange a substantial gift by making modest monthly or annual payments while living.
In Memoriam Gifts and Honour Awards
Many CPAs are very active in the profession and their colleagues or family wish to acknowledge and continue their contributions by setting up memorial funds and/or scholarships for students.
The CPAEF annually grants the following "in memoriam" scholarships and bursaries:
- Marian Easton Memorial Scholarship at Capilano University
- Dave Elder Memorial Prize at CPAWSB
- John Hadfield Memorial Scholarship at Camosun College
- William B. Hards Memorial Scholarship at BCIT
- Dick Lucas Memorial Scholarship at Okanagan College
- Tom Kennedy Memorial Scholarship at UBC
- K. Alfred Marsh Bursary at CPAWSB
- Jim Miller DAP Scholarship at UBC
- Lam A. Milne Memorial Scholarship at UBC
- Desmond O'Brien Memorial Scholarships at UBC and SFU
- William Rowe Memorial Scholarship at UBC
- Peter Stanley Scholarship at UBC
- Elite Woo Memorial Bursary at CPAWSB.
Other "in memoriam" funds may be established without being attached to a specific named scholarship. For instance, the Geoffery W.J. Carter Memorial Education Fund was established in 1991, and forms part of the Endowment Funds that are devoted to the advancement of accounting education through measures designed to enhance the quality of undergraduate training, increase the enrolment of promising students through scholarships, and to provide for professionally related research.
In addition, the CPAEF has named several scholarships in honour of the significant contributions made to the profession by certain members:
- W. C. Easton Award at SFU
- James Fedorak Award at Thompson Rivers University
- Bill Johnson DAP Award at UBC
- W. Curry McCalpin Award at CPAWSB
- R. Glynn Spellischy Award at BCIT.
If you wish to set up a memorial fund or scholarship, please contact the CPAEF.
The CPAEF has recently set aside significant monies for a "matching" program for firms and CPABC chapters to fund new scholarships at educational institutions throughout BC. If the criteria are met, the CPAEF will match the new funds donated and will administer the scholarship through the CPAEF's established program. The benefits to donors include:
- the opportunity to name the scholarship;
- encouraging talented students to enter the CPA profession;
- participating in the post-secondary institution's annual presentation ceremonies (if held);
- the increased visibility associated with the scholarship announcements in the local media and in CPABC in Focus magazine; and
- receiving the tax deduction resulting from the donation (not including the matching funds).
The CPAEF offers matching scholarships and bursaries to accounting students at most post-secondary schools in the province, including:
- BC Institute of Technology
- Capilano University
- Kwantlen Polytechnic University
- Langara College
- Okanagan College
- Simon Fraser University
- Thompson Rivers University
- Trinity Western University
- University of British Columbia
- University of British Columbia | Okanagan
- University of Northern British Columbia
- University of the Fraser Valley
If your firm or chapter is interested in participating in the Matching Scholarship Program, contact the CPAEF.
The CPAEF is registered under the Income Tax Act of Canada and all donations are income tax deductible. The charitable registration number is 0871335-21.