Leave a Legacy for Good

When you include charity in your estate plan, you ensure your support for the causes that have been a part of your life continues long into the future.

Here to help.

Michelle Lovely, CFRE
Senior Vice President of Development and Donor Services
(937) 225-9948

Just as you plan to include your loved ones in your estate plans, you may also choose to include the causes that impacted your life. Whether through a fund at The Dayton Foundation or a bequest to an organization close to your heart, a planned gift, either large or small, has the power to reach far beyond a single lifetime.

The legacy you leave will be a reflection of the life you lived.

We’re here to listen and help you create a plan that makes sense for you and your family – one that reflects your values, priorities and goals. As you begin thinking about your legacy, consider the following.

  • Involving family – Do you want your loved ones to advise your fund in the future, or would you prefer The Dayton Foundation manage the grantmaking on your behalf?
  • Supporting specific charities or causes – You decide whether your legacy supports particular nonprofits or broader areas of interest, such as animal welfare, educational scholarships, food insecurity, the arts or another cause close to your heart.
  • Providing for unknown future needs – No one can predict what challenges or opportunities our region will face in the years ahead. As a century-old community foundation, The Dayton Foundation works with community leaders and organizations to identify emerging needs, respond to crises and invest in long-term solutions. Whether you create an unrestricted fund or designate a portion of your fund for the Foundation’s Discretionary Grants process, your generosity will adapt to whatever the future brings.
  • Determining what planned gift is right for you – We can help you explore the options that best align with your goals and financial plans.
More than $75 billion is expected to transfer from one generation to the next in Greater Dayton by 2035 – more than $215 billion by 2050.
 
“These aren’t simply economic projections. They are a reminder of the deep roots people have planted here, the lives they’ve built and the legacies they will one day leave behind.”

 

Mike Parks, CFRE, president

A Once in a Lifetime Opportunity

If just 5 percent of the projected transfer of wealth was directed to charitable endowments – invested in perpetuity – our region could generate millions of dollars every year to help students thrive in school, expand employment opportunities, keep families housed, support a vibrant arts and cultural scene and more!

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