What Advisors Have Told Us about The Dayton Foundation
"The Dayton Foundation's services benefit both my clients and charity by providing individuals with potential tax benefits and easy liquidity to increase their annual charitable giving. The Dayton Foundation provides great service that I can heartily recommend.
"I like the solid reputation of The Dayton Foundation and know that its investment strategies will outlast individual economic cycles.
"Accountants, attorneys and all investment advisors should consider adding Foundation services like the Charitable Checking Account (Depository) to their checklist of services to discuss with their clients."
Kevin McDonald, vice president and trust officer, KeyBank National Association
"It is the advisors' 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, Smith Barney
Ninety-nine percent of recently surveyed professional advisors said that The Dayton Foundation is a highly respected organization. Read more survey results here.
"The Dayton Foundation is a very solid organization with staff well-versed in planned giving matters..."
Irvin G. Bieser, Jr., Bieser, Greer & Landis
"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.
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File date: 11-29-11