This Holiday Season, Be a Force for Good

The season of giving is upon us, so consider paying forward your blessings and becoming a part of something bigger. You can help causes you care about today or after your passing through your estate.

Charitable Checking Account℠

It’s a simple, powerful and personal form of giving with no minimum deposit or balance required, plus it’s free! No fees are charged, and you can fund your account with a variety of assets, including appreciated securities.




Donor-Advised Funds

You can create a fund in your family name or anonymously, if you prefer, to support the organizations or causes important to you and when it’s most convenient. Through Donor Express, it’s easy to manage your fund online, including contributing to your fund or awarding grants. Also, you may choose to grow your fund for future grant-awarding potential.

Private Foundation Alternatives

We offer several alternatives to establishing a private foundation, including Family Foundation Plus,℠ a first-in-the-nation service with infinite family advisory succession. It offers all of the benefits of a private foundation, plus all of the benefits of a community foundation.

Legacy Gifts

Hundreds of forward-thinking individuals and families have partnered with us to make a commitment for their charitable passions and to better our community long after their lifetimes. Our experience with a variety of estate planning gifts will ensure your wishes will endure for generations to come.

Establish a Fund at The Dayton Foundation

Whether you want to simplify your current giving or leave a legacy gift, you can be a part of the #Momentum. Contact Michelle Lovely or Victoria Sorg at (937) 222-0410.

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: 11.18.22

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, senior vice president, Development and Donor Services, (937) 225-9948

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