The Foundation got high marks for:

• the capability of its managers and staff,

• excellent documentation and accounting of donor funds,

• a high level of overall customer satisfaction,

• effectively meeting the needs of the community,

• being a valuable resource for charitable estate planning,

• a high level of overall customer satisfaction,

• communications with these constituent groups,

• cost effectiveness,

• our work as a partner to the nonprofit community,

among other factors.

Your fellow financial advisors and estate planners said that the most important benefit to you is that The Dayton Foundation simplifies the charitable giving process. Next in importance to you is that we provide a very significant resource on planned and deferred charitable giving and assist you in better serving your clients. Your fellow advisors also note that the Foundation provides community knowledge to help your clients give wisely. Eighty-four percent of you have recommended The Dayton Foundation to your clients, and 92 percent say you plan to recommend the Foundation to your clients in the future.

The single most important benefit that you, as an advisor, have experienced using The Dayton Foundation:

#1: Simplifies the charitable giving process

#2: Provides an important resource on planned and deferred charitable giving and helps them serve clients better

#3: Gives them the opportunity to "stay in the loop" when referring clients

"We regularly invite members of the professional advisor community to join us for informational luncheons at The Dayton Foundation and demonstrate how we can help advisors serve their clients better. To join us for an upcoming luncheon, give me, Joe Baldasare, vice president, Development, a call at (937) 225-9954."