- Why Partner with The Dayton Foundation?
- How We Can Help Your Clients
- Benefits for You and Your Clients
- Services for Advisors
- What Advisors Have Said about Us
- Our Advisor Partners
- Talking to Clients about Charitable Giving
- Solutions for Your Clients
- Types of Funds
- What Your Clients Can Give
- Administrative Fees & Investment Policy
- Options for People with Disabilities
- Advisor Newsletter – Futures
- Sign Up for GiftLaw E-Newsletter
- Seminars & Events
- Other Online Resources
What Advisors Have Told Us about The Dayton Foundation
“It is the advisor’s job to educate our clients and the public on how to make their hard-earned dollars work more effectively and how to maximize their tax savings with charitable gifts. The Dayton Foundation is a valued partner in this process."
– Debra Staton, Merrill Lynch
“The Dayton Foundation is a very solid organization with staff well-versed in planned giving matters...”
Irvin G. Bieser, Jr., Bieser, Greer & Landis, retired
“The Dayton Foundation, as a community foundation, offers a highly effective vehicle for accomplishing clients' long-term charitable goals.”
Lynn A. Burns, Burns Tax Consulting LLC
“The Dayton Foundation works with advisors and clients to achieve common goals and to make planned giving easier for people in this community.”
Jeffrey R. Dundon, J.D., LLM, Dundon & Huddleston, LLP
“Working through The Dayton Foundation helps donors hit the ground running, so that they can give dollars to their favorite charitable causes in an efficient and effective manner.”
Sam Warwar, Attorney at Law, Coolidge, Wall, Womsley & Lombard Co., L.P.A.
“Using The Dayton Foundation to give to charity can provide your clients with tremendous versatility and tax benefits.”
Katherine B. Hollingsworth, former president and CEO, National City Bank, Southwest Region
“The Dayton Foundation is a valuable resource to help facilitate a client’s charitable legacy... It is also a valuable professional resource available to help you design a strategy or review alternative strategies to meet your client’s objectives.”
Mark Conway, Attorney, Thompson Hine LLP
Learn more about The Dayton Foundation by attending a free, lunchtime presentation or a one-on-one meeting with our staff. For more information or to make an appointment or a reservation, contact Joe Baldasare, vice president, Development, at (937) 225-9954.
IN HIS WORDS
“I look at The Dayton Foundation as my advisor in charitable planning. I know that I can count on The Dayton Foundation to keep me abreast of the latest advances in this area.”
– Jay Buckingham, CFP, CEO – managing principal, Buckingham Financial
- ©2014 The Dayton Foundation
- All rights reserved worldwide.
- Phone: (937) 222-0410