What Advisors Have Told Us about The Dayton Foundation

“It is the advisor’s job to educate our clients and the public on how to make their hard-earned dollars work more effectively and how to maximize their tax savings with charitable gifts. The Dayton Foundation is a valued partner in this process."
– Debra Staton, Merrill Lynch

“The Dayton Foundation, as a community foundation, offers a highly effective vehicle for accomplishing clients' long-term charitable goals.”
– Lynn A. Burns, Burns Tax Consulting LLC

“The Dayton Foundation is a valuable resource to help facilitate a client’s charitable legacy... It is also a valuable professional resource available to help you design a strategy or review alternative strategies to meet your client’s objectives.”
– Mark Conway, Attorney, Thompson Hine LLP

Learn more about The Dayton Foundation by attending a free, lunchtime presentation or a one-on-one meeting with our staff. For more information or to make an appointment or a reservation, contact Jessica Schreiber at (937) 225-9953.

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File date: 04.22.22


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 of Development and Donor Services, (937) 225-9948

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