Futures

Futures Newsletter Futures is The Dayton Foundation’s award-winning quarterly newsletter for estate planners and financial advisors.

Authored by respected professional legal and financial advisors in our community, each issue of Futures features a particular charitable giving vehicle, along with helpful case examples.

Access the current issue of Futures, here, for helpful tips and information from The Dayton Foundation.

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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Spring 2023: Read this issue »

Big Announcement on National Joe Day!; SECURE 2.0 Act: Help Your Clients Maximize Their Giving; How We Can Help You Help Your Clients in an Unstable Market

Summer 2022: Read this issue »

Free Webinar Features National Giving USA Report; Why It’s Important to Discuss Giving with Your Clients Even During Tumultuous Times; Help Your Clients Make the Most of Their QCDs

Spring 2022: Read this issue »

New Trust Option for Individuals with Disabilities; Help Your Clients Give Safely and Smartly in Times of Crisis; Empowering Others – Investing in Equity; Innovative Ways We Can Help You Help Your Clients

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File date: 05.30.23

HERE TO HELP

Michelle Lovely

“Looking for a value-added service to help you when working with clients who have charitable interests? We can help.” Michelle Lovely, senior vice president, Development and Donor Services, (937) 225-9948

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