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By Vincent L. Russell, Principal & Portfolio Manager, Johnson Investment Counsel
By Albert W. Leland, Principal, Leland Consulting, LLC
The Charitable Checking AccountSM Service:
Helping Clients Find Their “Light Bulb” Moment
By Michelle L. Lovely, Vice President of Development, The Dayton Foundation
By Patricia L. Ioas, CPA, CMA, Director, Brady Ware & Company
By Herbert L. Lemaster, CPA, Shareholder-in-Charge, Clark Schaefer Hackett
The Charitable Giving Discussion
By Diane B. Brunn, Partner, Personal & Succession Planning, Thompson Hine, LLP
By Karen O. Crim, CPA, Tax Senior Manager, McGladrey LLP
Understanding the Philosophy and Objectives of The Dayton Foundation's Investment Strategy
By W. Quincy Brown, Vice President-Consultant, Fund Evaluation Group, LLC
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.
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
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.
IRA Charitable Rollovers – Even Better in 2013
By Joe Oehlers, Partner, Bieser, Greer & Landis
By John M. York, Senior Vice President of Investments, YHSA Wealth Management Group, Merrill Lynch
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
Community Impact Endowment Funds – An Attractive Alternative for Charitable Clients
By Joseph B. Baldasare, M.S., CFRE, vice president of Development, The Dayton Foundation
By Donald F. Harker, III, Attorney-at-Law, Harker, Baggott & Hall
By Jack H. Adam, Vice President and Portfolio Manager, Johnson Investment Counsel, Inc.
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.
Roth IRA Conversions and the Charitable Option
By Stanley J. Katz, Principal, ClientFirst Financial Strategies, Inc.
By Kevin R. Hayde, executive director, The Disability Foundation, a supporting organization of The Dayton Foundation
By John M. Cloud, Esq., Rogers & Greenberg, LLP
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
How Working with The Dayton Foundation Can Benefit Clients Who Are Small Business Owners
By Gary L. Hunt, JD, CPA, Partner, Battelle & Battelle LLP
The Benefits of Deferred Funds in Uncertain Economic Times and Discussing Charitable Giving with Clients
By Scott E. Behnken, President, Behnken Financial Services, Inc.
Charitable Gift Annuities and Charitable Remainder Trusts: How They Work and When to Use Them
By Deborah D. Hunt, Esq., Partner, Sebaly Shillito + Dyer
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
By Lisa M. Bruder, Esq., Senior Development Officer, The Dayton Foundation
Family Foundation Plus℠ : Building a Family Legacy to Withstand the Test of Time
By Jan A. Clark, Esq., Senior Development Officer, The Dayton Foundation
Coaching the Philanthropist
By Jonas J. Gruenberg, Esquire, Coolidge Wall Co., L.P.A.
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
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.
The Ohio Community Pooled Flexible-Spending Trust: A New Option for Loved Ones with Disabilites
By Jesse B. Beasley, Esq., Certified Elder Law Attorney
By Donald J. Schade, Financial Advisor and Senior Vice President - Investments, Merrill Lynch
Strategy in an Uncertain Environment: A Method for Supplementing Clients’ Retirement Income
By Jay A. Buckingham, CFP/CSC, President, Buckingham Financial Group, Inc.
How to Help Your Client Leave a Charitable Legacy
By Attorney James L. Jacobson, Pickrel, Schaeffer and Ebeling
How Family Foundation Plus℠ Can Provide An Attractive Alternative to a Private Foundation
By Attorney Richard F. Carlile, Partner, Thompson Hine LLP
By Robert J. Suttman, II, CFA, President and Principal, Eubel, Brady & Suttman Asset Management
Endowed Funds Generate Gifts that Keep on Giving
By Attorneys Frederick J. Caspar and David R. Wickham, Chernesky, Heyman & Kress PLL
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.^ top of page
IN HIS WORDS
“Connecting with your clients about how and when to talk to children or grandchildren about charity can be a positive experience that enhances and deepens the advisor-client relationship.” Vincent L. Russell, Principal & Portfolio Manager, Johnson Investment Counsel