Making Gifts to a Foundation Fund of The Dayton Foundation

It is easy to make contributions to a fund at The Dayton Foundation. Each year, we receive thousands of gifts from donors and other individuals to be credited to a Foundation fund or Charitable Checking Account. Below are a few simple steps to help facilitate the timely processing of your contributions.

Gifts of Credit Card

You can use your VISA, MasterCard or American Express credit card to contribute to any Dayton Foundation fund or Charitable Checking Account online.

Once your transaction is completed, The Dayton Foundation will mail you a letter acknowledging your contribution. Gifts into your own account will be available for distribution to the charities of your choice in approximately three to five business days.

Gifts Using Checks or Money Orders

Checks should be made payable to The Dayton Foundation.

Please note the fund or account name and number on the memo line of the check or in an attached letter.

You may mail or drop off checks or money orders (We do not accept gifts of cash) to our offices located at:

The Dayton Foundation
1401 S. Main Street, Suite 100
Dayton, Ohio 45409

For your convenience, you may also use the secure drop-off box located next to the building’s staff entrance in front of the parking lot.

Gifts of Stock Held in Your Brokerage Account

Should you wish to donate appreciated stock, you must have your financial advisor or investment company send the shares of stock in-kind to The Dayton Foundation. Do not sell them yourself.

1. Provide written instructions to your broker, specifying the number and type of shares to be transferred.

2. Send a copy to Tracie Boshears at The Dayton Foundation. To ensure that your gift will be credited properly, you must contact Tracie at (937) 225-9967 or tboshears@daytonfoundation.org

3. Please be patient! It can take five to seven days for the proceeds from the sale of the securities to be made available in your Foundation fund or account.

If your brokerage firm does not have an account with The Dayton Foundation, you may instruct your broker to electronically transfer shares of stock to one of the following firms with whom we have made arrangements for discounted transaction fees.

  • Charles Schwab & Co., Inc.
    DTC Number: 0164
    Account Number: 2745-5124
    Account Name: Dayton Foundation Depository, Inc.
  • JP Morgan Chase Bank, N.A. (Please note new account information)
    DTC Number: 902
    FFC to Account Number: P72500
    Account Number: PBD#W26531009
    Account Name: The Dayton Foundation
  • National Financial Services/Fidelity Investments
    DTC Number: 0226
    Account Number: 173-179990
    Account Name: Dayton Foundation Depository, Inc.

  • IRA Qualified Charitable Distribution (QCD)

    If you are over the age 70½ and have a traditional IRA, you are eligible to transfer up to $100,000 to a Dayton Foundation fund as a qualified charitable distribution (QCD) and not have it show as income for tax purposes. This can result in substantial tax savings for you. Married couples with two separate IRA accounts may transfer up to $200,000 tax free annually.

    Required minimum distributions (RMD) sent directly to your fund are considered a QCD and satisfy the RMD requirement. These gifts are not considered taxable income. For information about donating your RMD or making a QCD, contact Victoria Sorg, CFRE, senior development director, at vsorg@daytonfoundation.org or (937) 225-9926.

    Planned Giving

    Your individual financial situation will play a major role in determining which planned gift option benefits both you and your charitable interest best. Please review planned giving options with your financial advisor and/or attorney to ensure your gift will meet your philanthropic and financial goals. If you would like more personalized information, contact Victoria Sorg.

    EXAMPLE:

    Specific monetary or percentage bequest language in your will or trust:

    I give and bequeath (the sum of $ ) OR ( % of my estate) to The Dayton Foundation, Inc., to be held and administered as part of the XYZ Fund #1234.

    EXAMPLE:

    For a beneficiary designation or Payable On Death designation for your IRA, banking institution or investment account, indicate the following on the forms provided by your institution:

    The Dayton Foundation Tax ID Number: 31-6027287
    For benefit of the XYZ Fund #1234.
    1401 S. Main Street, Suite 100
    Dayton, OH 45409
    Phone: (937) 222-0410

    Gifts of Mutual Funds

    Please contact Tracie Boshears to make a gift of mutual fund shares.

    All Other Types of Gifts (i.e., gifts of real estate, S Corp stock, etc.)

    Please contact a member of The Dayton Foundation Development Department at (937) 222-0410 to discuss the details of such a proposed gift.

    Have questions about the types of distributions you can make from your fund? Review our Fund Distribution Guidelines.

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    File date: 08.23.22

    HERE TO HELP

    Tracie Boshears

    “Have a question about contributing to your fund? Let me assist you.”
    Tracie Boshears, senior staff accountant, (937) 225-9967

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