As you guide your clients through important financial and estate-planning decisions, consider how charitable giving can help them reflect their values, support the organizations that have shaped their lives and make a difference long into the future.
Whether through a fund at The Dayton Foundation, a bequest to an organization or another planned gift, gifts of any size have the power to reach far beyond a single lifetime.
Your Clients’ Charitable Story Starts Here.
We’re to partner with you to create a charitable giving plan that aligns with your clients’ values, goals and financial plans. Through donor-advised funds, IRA-designated funds, bequests and more, we can help you help your clients establish a meaningful legacy that supports the causes they care about most.
Consider the following when talking with clients:
- Involving family – Would your client like family members to advise charitable giving in the future, or would they prefer The Dayton Foundation to manage the grantmaking on their behalf?
- Supporting specific charities or causes – Your client can choose to support particular nonprofit organizations or broader areas of interest, such as animal welfare, educational scholarships, food security, the arts or other community needs.
- Providing for unknown future needs – No one can predict what challenges or opportunities our region will face in the years ahead. As a century-old community foundation, The Dayton Foundation works closely with community leaders and organizations to identify emerging needs, respond to crises and invest in long-term solutions. Through an unrestricted fund or by designating a portion of their fund to the Foundation’s Discretionary Grants process, your client’s charitable impact can evolve to meet the needs of future generations.
- Determining what planned gift is right – We can help you help your client explore options that best reflect their charitable and financial goals.
When the time is right, give us a call.
Meet a Few Donors Who Are Keeping the Good Going Through Their Funds
Mike Parks, CFRE, president
A Once in a Lifetime Opportunity
If just 5 percent of the projected transfer of wealth was directed to charitable endowments – invested in perpetuity – our region could generate millions of dollars every year to help students thrive in school, expand employment opportunities, keep families housed, support a vibrant arts and cultural scene and more!