Charitable Checking AccountSM
– A Simple, Effective Way to Give

This holiday season, consider paying forward your blessings and help make the world - and your community - a better place. When you establish a free Charitable Checking Account℠ (CCA) through The Dayton Foundation for yourself or a loved one, you can spread holiday cheer while making your own giving easier.

No minimum deposit or balance is required, and you can give online to charities of your choice - locally and around the world. The CCA service helps you make the most of your charitable dollars and maximize your tax benefits. We take care of the details so you can focus on what really matters - making the holidays brighter for others!

To open a Charitable Checking Account online now, click here.

Other benefits of the Charitable Checking Account Service:

  • Flexibility: deposit assets in the tax year when you need a charitable deduction, with the flexibility to direct grants to your favorite charities anytime you wish;
  • Ability to use a variety of assets: fund your account with gifts of cash, appreciated securities or retirement funds, as well as more complex contributions;
  • Increased tax advantages: donate appreciated assets to your CCA, avoiding long-term capital gains taxes;
  • Personalized, professional support: a staff of charitable giving experts available at the Foundation to facilitate your gift and grant needs;
  • Ease of use: 24/7 secure, online access to account information and gift history, plus make gifts and grants online;
  • Simplified tax reporting: hassle-free record keeping and tax reporting, with quarterly and year-end statements detailing all account activity;
  • Give anonymously, if you choose: grants can be made in your name or anonymously; and
  • It’s free! No minimum deposit or balance required and no fees.

To learn more about how the CCA Service can help you help others, contact Michelle Lovely at (937) 225-9948 or Joe Baldasare at (937) 225-9954.

Acrobat PDF fileMore information about The Dayton Foundation’s Charitable Checking Account℠ Service is available in our brochures, The Charitable Checking Account℠ Service and in Guidelines for Using Your Charitable Checking Account℠.

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File date: 12.19.2019

HERE TO HELP

Michelle Lovely

“The Charitable Checking Account Service is a time-saving, convenient and tax-wise option for making regular and unexpected gifts to charity. Plus, you can instruct reoccuring gifts on a monthly, quarterly or annual basis.”
Michelle Lovely, vice president, Development and Donor Services, (937) 225-9948

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