Endowing Your Organization’s Future Stability

Establishing an endowment fund through The Dayton Foundation is a simple and effective method for providing a permanent source of unrestricted income for your organization.

Our experienced staff handles the investment management and administrative details, so that your staff and board can concentrate on fulfilling your organization’s mission. We also provide you with quarterly and year-end statements of your fund’s activity.

The Dayton Foundation offers trusted, local expertise and the personalized service you desire in creating a permanent endowment for your organization’s future stability.

Permanence

We have been in existence since 1921, assisting thousands of donors and not-for-profit organizations in fulfilling their charitable giving needs. We take pride in the role we have played in helping to fulfill the needs of our fellow nonprofits in the Dayton Region and in carrying out the dreams of our donors.

Sound Stewardship of Your Funds

You have peace of mind in knowing that your organizatimo’s funds and charitable intent are being managed in perpetuity by an established organization with more than 94 years of charitable-giving experience and an impeccable reputation.

Staff Expertise

We employ a staff of experts, including grantmaking professionals, two CFR-certified fundraising executives and former CEOs of local not-for-profit organizations to offer you their knowledge of community issues, opportunities and resources.

Investment Management

The Dayton Foundation can assure substantial efficiencies and economies of scale. Our investment portfolios are managed for long-term growth in the market. A third-party performance evaluation firm monitors the money managers' performance.

Accountability

An independent, certified audit is performed annually, and we make a full accounting of our activities through our annual report and other public documents. Copies of the Foundation’s audited financial statements are available at your request.

Low Administrative Costs

The Dayton Foundation has low administrative fees. Read more about our administrative fees and investment policy.

Flexible Gift Acceptance

Through your endowed fund at The Dayton Foundation, you can accept gifts of appreciated stock, real estate and other assets that you may not be prepared to accept on your own. We also can help your donors establish a plan for giving to your organization after their lifetime, as well as plans that provide income for life.

Access to Planned Giving Tools

We offer periodic continuing education seminars. Our experienced staff also can facilitate complex planned gift options, such as gifts of life insurance, bequests, retirement plans, charitable trusts and charitable gift annuities, for your donors.

Administration

We provide all administrative services and handle the bothersome paperwork and IRS reports, so your staff and board don't have to.

Immediate Tax Deductions

Because The Dayton Foundation is a public charity, donations qualify for the maximum available deduction for charitable contributions in the year when the gift is made. We also can offer solutions to help reduce your donor’s estate-tax liability.

Click here to read a list of organizations with endowed funds through The Dayton Foundation.

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File date: 10.25.16

HERE TO HELP

Don Vermillion

“Are you interested in establishing an agency endowment fund for your organization? I will be glad to discuss with you the benefits of an endowed (long-term) fund for your organization.”
Joe Baldasare, Chief Development Officer, (937) 225-9954

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