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.

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File date: 11.04.14

IN HIS WORDS

Jay Buckingham

“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

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