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Futures
Futures is The Dayton Foundation's newsletter tailored to professional financial advisors and estate planners in the Greater Miami Valley. Recent issues of Futures are available in Adobe Acrobat PDF format. If you do not have Acrobat, click here to download a free version. Once downloaded, you can save any one of these publication files to your hard drive. Simply right-click on your selection, select "Save Target As" from the File menu, then locate a destination directory on your hard drive.
Tell us what you think of Futures, by clicking here.
Enlisting the Support of Estate and Financial Advisors: New Numbers and a Vision for Our Region, by Michael M. Parks, CFRE, President, The Dayton Foundation
A Charitable Checking AccountSM Can Help in Times of Personal Loss, by Lisa M. Bruder, Esq., Senior Development Officer, The Dayton Foundation
Family Foundation PlusSM: Building a Family Legacy to Withstand the Test of Time, by Jan A. Clark, Esq., Senior Development Officer, The Dayton Foundation
Coaching the Philanthropist, by Jonas J. Gruenberg, Esquire, Coolidge Wall Co., L.P.A.
Several Reasons to Prefund Your Charitable Checking AccountSM and Increase the Benefit of Giving, by Lynn Burns, CPA, JD, CFP; Owner of Burns Tax Consulting, LLC
Increasing Wealth and Charitable Giving: The Role of Insurance in Financial and Estate Planning, by L. Wesley Boord, CLU, ChFC, MSFS, CLTC; Partner, Comprehensive Planning Group, Inc.
The Ohio Community Pooled Flexible-Spending Trust: A New Option for Loved Ones with Disabilites, by Jesse B. Beasley, Esq., Certified Elder Law Attorney
Why One Advisor Uses the Free Charitable Checking AccountSM Service and Refers Clients, by Donald J. Schade, Financial Advisor and Senior Vice President - Investments, Merrill Lynch
Strategy in an Uncertain Environment: A Method for Supplementing Clients' Retirement Income, by Jay A. Buckingham, CFP/CSC, President, Buckingham Financial Group, Inc.
How to Help Your Client Leave a Charitable Legacy, by Attorney James L. Jacobson, Pickrel, Schaeffer and Ebeling
How Family Foundation PlusSM Can Provide An Attractive Alternative to a Private Foundation, by Attorney Richard F. Carlile, Partner, Thompson Hine LLP
How One Company Uses the Charitable Checking AccountSM Service to Benefit Clients, by Robert J. Suttman, II, CFA, President and Principal, Eubel, Brady & Suttman Asset Management
Endowed Funds Generate Gifts that Keep on Giving, by Attorneys Frederick J. Caspar and David R. Wickham, Chernesky, Heyman & Kress PLL
Real Estate and Charitable Intent: How They Equate, by Alan B. Schaeffer, Esq., and John E. Clough, Esq., Pickrel, Schaeffer & Ebeling Co. L.P.A.
Advisors Are Essential to Clients' Philanthropic Planning, by Beth W. Schaeffer, Esq., Senior Development Officer, The Dayton Foundation
IRS Approves New Alternative to Private Foundations (The Dayton Foundation's Family Foundation PlusSM), by Jan A. Clark, Esq., Senior Development Officer, The Dayton Foundation
Strategies for Optimizing the Use of Retirement Plan and IRA Benefits, by Attorney John M. Cloud
When a Charitable Trust Beats a "Stretch IRA", by Prof. Christopher R. Hoyt, University of Missouri (Kansas City) School of Law, and Legal Counsel to The Greater Kansas City Community Foundation
Charitable Giving Expertise: Provide More Value to Your Clients, by Joseph B. Baldasare, Vice President of Development, The Dayton Foundation
Why Supporting Organizations Are Excellent Alternatives to Private Foundations, by Sam Warwar, Attorney at Law, Coolidge, Wall, Womsley & Lombard Co., L.P.A.
Charitable Lead Trusts: A Win-Win Estate Planning Strategy, by Attorneys Irvin G. Bieser, Jr., and Mary-Karen Bierman
Creative Ways to Use Charitable Gift Annuities, by Wayne H. "Bud" Marks, retired CPA and former Senior Development Officer, The Dayton Foundation
If you'd like additional information about The Dayton Foundation, or printed copies of our publications, please fill out our Request for Information form.
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File date: 04-18-08
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