Futures Newsletter Futures is The Dayton Foundation’s national award-winning newsletter tailored to professional financial advisors and estate planners in the Greater Dayton Region.

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Please Note: Issues of Futures appear as they were originally published. Calculations presented in the case examples may have changed over time. Please contact a member of our Development staff at (937) 222-0410 for current figures.

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Fall 2020:
CARES Act Benefits that Can Help Your Clients Make the Most of Their Charitable Giving

By Brandon C. Gross, CPA, Director, Flagel Huber Flagel

Spring 2019:
Corporate Stock: A Smart Way to Give Under the New Tax Laws

By Sam Warwar, Esq., Tax Partner, Coolidge Wall Co., L.P.A.

Fall 2018:
When It Comes to Scholarship Funds, Your Client Has Options

By Regis J. Lekan, Retired Executive Director, Development and Gift Planning for Wright State University

Summer 2017:
Assisting Clients in the Charitable Giving Discussion with Children

By Vincent L. Russell, Principal & Portfolio Manager, Johnson Investment Counsel

Spring 2017:
Field-of-Interest Funds Help Solve a Long-Standing Problem in Estate Planning

By Albert W. Leland, Principal, Leland Consulting, LLC

Fall 2016:
The Charitable Checking AccountSM Service: Helping Clients Find Their “Light Bulb” Moment

By Michelle L. Lovely, Vice President of Development, The Dayton Foundation

Spring 2016:
Tax-free IRA Transfers to Charity Now Permanent Option for Clients

By Patricia L. Ioas, CPA, CMA, Director, Brady Ware & Company

Fall 2015:
Using Alternative Assets in Estate Planning to Benefit Charity

By Herbert L. Lemaster, CPA, Shareholder-in-Charge, Clark Schaefer Hackett

Summer 2015:
The Charitable Giving Discussion

By Diane B. Brunn, Partner, Personal & Succession Planning, Thompson Hine, LLP

Spring 2015:
Tax Planning for 2015: Help Your Clients Start Now to Save

By Karen O. Crim, CPA, Tax Senior Manager, McGladrey LLP

Fall 2014:
Understanding the Philosophy and Objectives of The Dayton Foundation's Investment Strategy

By W. Quincy Brown, Vice President-Consultant, Fund Evaluation Group, LLC

Summer 2014:
The 2014 Ohio Community Pooled Flexible-Spending Trust – A New Option for Families of Individuals with Disabilities

By Brittany D. O’Diam, Esq., O’Diam & Stecker Law Group, Inc.

Winter/Spring 2014:
One Advisor’s Perspective on Partnering with the Foundation to Help Clients

An interview with Thomas C. DeRoss, Senior Vice President, National Director, Charitable Management Services and National Sales Consultant, Fifth Third Bank

Summer 2013:
Private Foundation Alternative Serves Clients with Strong Commitment to Charitable Giving

By R. Scott Blackburn, Chairman of Estate Planning & Probate Department, Coolidge Wall Co., L.P.A.

Winter/Spring 2013:
IRA Charitable Rollovers – Even Better in 2013

By Joe Oehlers, Partner, Bieser, Greer & Landis

Fall 2012:
Talking to Clients about Charity and the Benefits of The Dayton Foundation

By John M. York, Senior Vice President of Investments, YHSA Wealth Management Group, Merrill Lynch

Summer 2012:
Change in the Ohio Estate Tax – Helping Your Community: Soon It Will Be All Your Choice

By Richard L. Carr, Jr., Esq., Dunlevey, Mahan & Furry

Winter/Spring 2012:
Community Impact Endowment Funds – An Attractive Alternative for Charitable Clients

By Joseph B. Baldasare, M.S., CFRE, vice president of Development, The Dayton Foundation

Fall 2011:
Charitable Checking Accounts℠ : A Gift to Children to Grow Their Spirit of Giving

By Donald F. Harker, III, Attorney-at-Law, Harker, Baggott & Hall

Summer 2011:
DP&L – A Likely Taxable Event This Year and How the Charitable Option Can Play a Role

By Jack H. Adam, Vice President and Portfolio Manager, Johnson Investment Counsel, Inc.

Winter 2011:
Thinking Differently About Charitable Giving: Using Closely Held Stock to Make a Charitable Gift

By Sam Warwar, Esq., Tax Partner, Coolidge Wall Co., L.P.A.

Summer 2010:
Roth IRA Conversions and the Charitable Option

By Stanley J. Katz, Principal, ClientFirst Financial Strategies, Inc.

Spring 2010:
The Ohio Community Pooled Trusts Are Helping to Aid People with Disabilities

By Kevin R. Hayde, executive director, The Disability Foundation, a supporting organization of The Dayton Foundation

Fall 2009:
Optimizing the Use of Retirement Plans and IRA Benefits for Charitable Giving Purposes

By John M. Cloud, Esq., Rogers & Greenberg, LLP

Summer 2009:
The Dayton Foundation’s Unrestricted Endowment Option: For Clients Looking to Help the Community Broadly

By Kevin L. McDonald, Vice President and Trust Administrator, Key Bank

Spring 2009:
How Working with The Dayton Foundation Can Benefit Clients Who Are Small Business Owners

By Gary L. Hunt, JD, CPA, Partner, Battelle & Battelle LLP

Fall 2008:
The Benefits of Deferred Funds in Uncertain Economic Times and Discussing Charitable Giving with Clients

By Scott E. Behnken, President, Behnken Financial Services, Inc.

Summer 2008:
Charitable Gift Annuities and Charitable Remainder Trusts: How They Work and When to Use Them

By Deborah D. Hunt, Esq., Partner, Sebaly Shillito + Dyer

Spring 2008:
Enlisting the Support of Estate and Financial Advisors: New Numbers and a Vision for Our Region

By Michael M. Parks, CFRE, President, The Dayton Foundation

Fall 2007:
A Charitable Checking Account℠ Can Help in Times of Personal Loss

By Lisa M. Bruder, Esq., Senior Development Officer, The Dayton Foundation

Spring/Summer 2007:
Family Foundation Plus℠ : Building a Family Legacy to Withstand the Test of Time

By Jan A. Clark, Esq., Senior Development Officer, The Dayton Foundation

Winter 2007:
Coaching the Philanthropist

By Jonas J. Gruenberg, Esquire, Coolidge Wall Co., L.P.A.

Fall 2006:
Several Reasons to Prefund Your Charitable Checking Account℠ and Increase the Benefit of Giving

By Lynn Burns, CPA, JD, CFP; Owner of Burns Tax Consulting, LLC

Spring 2006:
Increasing Wealth and Charitable Giving: The Role of Insurance in Financial and Estate Planning

By L. Wesley Boord, CLU, ChFC, MSFS, CLTC; Partner, Comprehensive Planning Group, Inc.

Winter 2006:
The Ohio Community Pooled Flexible-Spending Trust: A New Option for Loved Ones with Disabilites

By Jesse B. Beasley, Esq., Certified Elder Law Attorney

Fall 2005:
Why One Advisor Uses the Free Charitable Checking Account℠ Service and Refers Clients

By Donald J. Schade, Financial Advisor and Senior Vice President - Investments, Merrill Lynch

Summer 2005:
Strategy in an Uncertain Environment: A Method for Supplementing Clients’ Retirement Income

By Jay A. Buckingham, CFP/CSC, President, Buckingham Financial Group, Inc.

Spring 2005:
How to Help Your Client Leave a Charitable Legacy

By Attorney James L. Jacobson, Pickrel, Schaeffer and Ebeling

Winter 2005:
How Family Foundation Plus℠ Can Provide An Attractive Alternative to a Private Foundation

By Attorney Richard F. Carlile, Partner, Thompson Hine LLP

Summer/Fall 2004:
How One Company Uses the Charitable Checking Account℠ Service to Benefit Clients

By Robert J. Suttman, II, CFA, President and Principal, Eubel, Brady & Suttman Asset Management

Spring 2004:
Endowed Funds Generate Gifts that Keep on Giving

By Attorneys Frederick J. Caspar and David R. Wickham, Chernesky, Heyman & Kress PLL

Winter 2004:
Real Estate and Charitable Intent: How They Equate

By Alan B. Schaeffer, Esq., and John E. Clough, Esq., Pickrel, Schaeffer & Ebeling Co. L.P.A.

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File date: 12.09.20


Vincent L. Russel

“Although these are challenging economic times, clients still are expressing a desire and intent to support the causes and organizations about which they are passionate.” Brandon C. Gross, CPA, Director, Flagel Huber Flagel

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