Futures Newsletter

Futures Newsletter Futures is The Dayton Foundation’s award-winning quarterly newsletter for estate planners and financial advisors.

Authored by respected professional legal and financial advisors in our community, each issue of Futures features a particular charitable giving vehicle, along with helpful case examples.

Access the current issue of Futures, here, for helpful tips and information from The Dayton Foundation.

Below are several articles that were featured in Futures to help you help your clients.

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CARES Act Benefits that Can Help Your Clients Make the Most of Their Charitable Giving
By Brandon C. Gross, CPA, Director, Flagel Huber Flagel
As strategic and trusted advisors, most of us anticipated in 2020 that financial, tax and business planning would...

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How the Pandemic Is Changing the Conversation Around Planned Giving
By Joe Baldasare, former Chief Development Officer  
Since the onset of the COVID-19 pandemic, the world as we knew it has changed. The long-term effects for how we work, socialize...

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File date: 07.26.23

Here to Help

Michelle Lovely

Looking for a value-added service to help you when working with clients who have charitable interests? We can help. Michelle Lovely,
Senior Vice President of Development and Donor Services, (937) 225-9948

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