- Why Partner with The Dayton Foundation?
- How We Can Help Your Clients
- Benefits for You and Your Clients
- Services for Advisors
- What Advisors Have Said about Us
- Our Advisor Partners
- Talking to Clients about Charitable Giving
- Types of Funds
- What Your Clients Can Give
- Administrative Fees & Investment Policy
- Options for People with Disabilities
- Advisor Newsletter – Futures
- Sign Up for GiftLaw E-Newsletter
- Seminars & Events
- Advisor Resources
Types of Funds
No two clients have the same charitable giving needs or goals. We will help you find solutions that are most effective in meeting your clients' long- or short-term charitable objectives, while also addressing their financial- and estate-planning concerns.
Charitable Checking Accounts℠
If you make regular gifts to charity and want favorable tax benefits, the Charitable Checking Account is for you. The Dayton Foundation’s Charitable Checking Account Service is a donor-directed fund for individuals, companies and nonprofit organizations that give to charity on a regular basis and want to actively participate in the grantmaking process.
Your clients may direct distributions from these funds to any IRS-approved charities in the Greater Dayton Region or throughout the U.S. The Charitable Checking Account Service offers your clients tax advantages, flexibility, donor direction and convenience when doing their charitable giving.
To open a Charitable Checking Account online now, click here.
Learn more about the Charitable Checking Account Service.
Community Impact Endowment Funds (Unrestricted Funds)
Unrestricted funds provide the most flexibility for making grants. They enable the Foundation to help address our region’s changing needs by increasing discretionary grants awards and undertaking new initiatives. These funds are vital for the support of many local not-for-profit organizations that enhance the quality of life in our community.
By establishing an unrestricted fund or by designating a portion of a fund for unrestricted use, your clients place their trust in us to use our years of experience and community knowledge to determine where grant money is needed most.
Learn more about Community Impact Endowment Funds.
If your clients have a particular areas of interest such as children, education, the arts, health or the environment but want us to use our discretion to determine where community need is greatest, a field-of-interest fund can be an excellent option.
Learn more about Field-of-Interest Funds.
With a Donor-Advised Fund, your clients are actively involved in the distribution of their gifts by making periodic grant recommendations to support different organizations and activities that are of interest to them.
Learn more about Donor-Advised Funds.
Your clients may designate specific agencies or purposes to receive their gifts. This allows them optimum control over their distributions, guaranteeing income for their favorite charity in perpetuity. If their designated organization ceases to exist or loses its not-for-profit status, we will help choose a similar beneficiary that can best carry out your client’s original intent.
Learn more about Donor-Designated Funds.
Your client may choose to encourage education by providing scholarships, based upon academic interest or other criteria, to deserving students. They also may select the guidelines for candidate selection, requirements and award use. Many such funds utilize our experienced and capable staff support to administer and award the scholarship.
Students and their parents also can search for available Dayton Foundation scholarships through ScholarshipCONNECT, our online scholarship directory.
Learn more about Scholarship Funds.
Family Foundation Plus℠ (New Foundation)
The Dayton Foundation offers several alternatives to establishing a private foundation to help your client accomplish his or her long - and short-term charitable giving goals.
The Family Foundation Plus is a first-in-the-nation service that offers many of the advantages of a private foundation, plus all of the benefits of a community foundation.
With a minimum threshold of $250,000 and no start-up expenses, Family Foundation Plus is a more economical and less burdensome way for your client to establish a family foundation.
Learn more about Family Foundation Plus℠.
Family Foundation Plus℠ Advised (Existing Foundation Transfer)
Offering many of the same benefits as Family Foundation Plus, Family Foundation PlusAdvised is an advised fund option, enabling individuals with current private foundations to roll them into this donor service vehicle.
Learn more about Family Foundation Plus℠ Advised.
Supporting Organizations are excellent alternatives to private foundations. They have their own board that makes its own decisions and have their own 501(c)(3) tax-exempt status from the IRS.
Supporting Organizations (frequently begun as family foundations) give donors many of the controls of a private foundation, but with fewer disadvantages, plus added advantages of public charity status.
Learn more about Supporting Organizations.
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HERE TO HELP
“From honoring a special achievement to supporting the community, our fund options can give your client the flexbility and tax benefits to easily support the causes they love. Contact us for more information.”
– Joe Baldasare, Chief Development Officer, at (937) 225-9954