Charitable Checking AccountSM
– A Simple, Effective Way to Give

Whether you want to memorialize a loved one, say "thank you" to others or simply organize your charitable giving throughout the year, the free Charitable Checking Account℠ (CCA) service can help you.

The CCA Service is a no fuss charitable fund option that has no minimum or maximum gift or grant requirements. You can give to the charities of your choice – locally, nationwide and even internationally – when you want. We take care of the details for you, and you collect the tax benefits, helping you make the most of your charitable dollars.

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

Alex Hara uses his CCA to say "thank you" to American relief efforts following Japan's devastating 2011 tsunami. Read his story 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: 09.13.2018

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, (937) 225-9948

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