Futures Newsletter

Futures Spring 2008 Futures is The Dayton Foundation’s award-winning 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.

The following is a link to access the current issue of Futures in PDF format plus more information about the article’s author.

The Charitable Checking AccountSM Service: Helping Clients Find Their “Light Bulb” Moment,


By Michelle L. Lovely, Vice President of Development, The Dayton Foundation

More About the Author of this Issue

Before joining The Dayton Foundation in 2016 as Vice President of Development, Michelle L. Lovely was employed by The Huntington National Bank as Vice President of Private Banking. She has 23 years of experience in customer relationship management, business development and banking, and wealth management.

Sign up today to start receiving Futures (either in print or electronically).

 

^ top of page
File date: 12.13.16

HERE TO HELP

Michelle Lovely

“Your clients can ‘park’ charitable funds in a CCA in one year, then disperse to charitable organizations when the time is right for them” – Michelle L. Lovely, Vice President of Development, The Dayton Foundation

  • foundation
  • foundation
  • foundation
  • foundation