Benefits for You and Your Clients

The Dayton Foundation has more than 90 years of experience in helping philanthropic individuals create a charitable legacy. We can do the same for your clients. Read below just a few of the benefits we can offer you and your clients.

Our broad range of experience customizing charitable giving vehicles (see What Your Clients Can Give) for individuals, including donors with complicated objectives or complex gift situations.

Our team of dedicated and knowledgeable staff (see Who Here Can Help You), who can help establish a charitable giving plan with an effective grantmaking program.

Our low administrative fees, so more of your clients' dollars go to charity.

Our guarantee of your clients' anonymity, if they so choose, in establishing a fund through the Foundation or making a grant to their favorite charity.

Our flexible gift acceptance policy, which includes such gifts as appreciated securities, retirement funds, closely-held stock or real property.

Our wide range of investment pools and managers, coupled with our sound financial management of your clients' assets, ensures that their charitable intent is preserved, now and for generations to come.

We are a public charity, which means your clients' contributions qualify for the maximum deductibility for income, gift and estate tax purposes.

24-hour online account or fund access, through Donor Express, a secure, password-protected online service. Foundation donors can access their personal fund or Charitable Checking Account℠ information, including their fund value or account balance, gift and grant history, as well as pending grant recommendations. Charitable Checking Account information is updated daily. Long-term endowment fund balances are updated quarterly.

You or your client’s ability to open a Charitable Checking Account℠ online. The Charitable Checking Account Service offers a simple, tax-wise process for your clients to give to the charities of their choice anywhere in the United States. You or your clients can open an account online by clicking here.

Why use The Dayton Foundation? Because we have more than 90 years of trusted, local charitable giving experience. Click here for more benefits.

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File date: 03.30.15

IN THEIR WORDS

William Ward and Jon Ramey

“It was more economical for our client to establish a fund at the Foundation, versus starting a family foundation, which would have been disadvantageous from a tax standpoint.”
– William Ward, first vice president-investment (left), and Jon Ramey, vice president-investment, Morgan Stanley Wealth Management

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