Spring 2022

New Trust Option for Individuals with Disabilities

In 2021, The Disability Foundation launched a powerful new planning tool, the Third Party Pooled Flexible Spending Trust.

Click here to read this article by Brittany D. O’Diam, CELA of O’Diam & Estess Law Group, Inc., and learn more about this new option, which is ideal for your clients who want to provide for their loved ones with special needs without having to pay back Medicaid.

Help Your Clients Give Safely and Smartly in Times of Crisis

Many of your clients who are charitably inclined may be asking for assistance in making a charitable donation to aid those affected by Russia’s recent invasion of Ukraine. Your guidance in situations like these is critical, as your clients want to make sure that they are giving to a reputable and service-driven organization that is assisting individuals and families left in the wake of a crisis or tragedy.

Read Help Your Clients Give Safely and Smartly in Times of Crisis, by Joe Baldasare, former chief development officer for The Dayton Foundation, for ways to give your clients piece of mind when donating to charities.

Empowering Others, Investing in Equity

The mission of The Dayton Foundation is to help you help others others through philanthropy and community leadership. This mission of empowerment extends beyond the donors, grantees and community members it serves. Empowerment flows through all areas of the Foundation, including in making investment decisions that support racial equity.

Read more in this article by Victoria Sorg, senior development officer for The Dayton Foundation, and how racial equity investing works to bridge the gap in wealth by creating access to opportunities and resources while generating financial returns.

Innovative Ways We Can Help You Help Your Clients

From assisting your clients in creating a charitable legacy, to helping them with year-end tax planning, we can help you help your clients make the most of their charitable dollars.

Read How to Be a Hero to Your Clients to learn more about how we can help you help others.

 

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