We work to keep you engaged with clients you have referred to us and help educate you on the latest giving trends. We're happy to meet with you and your clients to find solutions for all their charitable giving needs.
Why You Should Partner with The Dayton Foundation
Continued Management of Clients’ Charitable Assets
Keeping you in the loop with your client is important to us. Financial advisors may retain management of their clients’ assets that exceed $250,000.
Flexible Gift Acceptance Policy
We simplify the donation of closely held stock, real estate property or other complex assets.
Low Administrative Fees
We offer a free Charitable Checking AccountSM and other products with low fees to ensure more of your clients’ dollars go to charity.
Easy, Online Access
Through Donor Express, donors have secure, online access 24/7 to their fund or Charitable Checking AccountSM information.
Although our clients are donating funds to The Dayton Foundation, they appreciate that their personal financial advisor can continue to manage their assets. Partnering with the Foundation to better serve clients’ charitable needs is a win for you, your client and our community.