Letter from Charitable Officer

Last day for 2017 Charity Submissions is May 16, 2017 (cob)

April 2017 – Greetings to all of our OSTA members.

We hope that the beginning of 2017 has been a great start to the new year for you and your family. It’s hard to believe that we’re only a few weeks away from wrapping up the first quarter. With that said, it’s time to begin thinking about our annual OSTA Summer Conference.

This year’s conference is going to be on Thursday, June 15, at the brand new Hilton Cleveland Downtown.  OSTA Registration & Hotel link 


Here’s a link with all of the conference details 2017 Annual Meeting details

One of the changes to this year’s event is that we’re going to include our charity ceremony and, award our charitable donations to the charities that are most near and dear to your heart. Since 2009, our OSTA has given over $140,000 to mostly smaller Ohio based charities that typically “fly under the radar” of the corporate giving community. We’ve always felt that a donation to one of our charities receives a much larger “bang for the buck” than it might at any of the much larger, well known charities that receive millions of dollars annually. For a list of the charities that we’ve supported, just click on this link: OSTA Giving History


But, in order to do this we need your help.  As we’ve always done, we’re asking you to provide us with 1 or 2 Ohio charities that are important to you and your family.  Just include a short summary as to what the organization does and why it’s important to you.

Once we receive all of your nominations, our Board will vote on the charities and we’ll announce the winners shortly thereafter. (I believe that in some years, every charity that was nominated received a donation). Then, during our summer conference, we’ll present a check to the charities and we’ll have them provide a short speech and share with everyone what their mission is and what they try to accomplish. Many tears have been shed in the past listening to some of these heart-warming stories.

So, please take action, think about your favorite charities and submit your nominations to John Helton at john.helton@fortwashington.com or through OSTA website  Charity Award Application

Thanks so much and we can’t wait to see you in June!


Geffrey Gioia -OSTA Charity Officer

Northcoast Research | Sales-Trader


1301 East Ninth Street, Ste. 2400 Cleveland, Ohio 44114 866-962-0898

Charity Award Application

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