Helping You Help Your Clients

Like you, we have your client’s best interests at heart. That is why we employ a team of experienced professionals, with the most current information on charitable giving, to complement the work that you do.

Our flexible, customized service can help you better serve your clients' short- and long-term charitable goals. Whether it is a current charitable gift that produces an immediate tax deduction or it is establishing an estate plan that will provide income for a client’s favorite charity for years to come...we are here to help.

We invite you to take advantage of our staff’s expertise and charitable knowledge, available at no cost to you or your clients.

Seminars and events are available through The Dayton Foundation to enhance your charitable giving knowledge and help you meet continuing education requirements for your profession. »

Sign up for our advisor newsletter, Futures, which features charitable giving vehicles and is authored by local professional legal and financial officers. »

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File date: 9.19.14

HERE TO HELP

Kevin McDonald

“Looking for a value-added service to help you when working with clients who have charitable interests? We can help.”
Kevin McDonald, senior Development officer, (937) 225-9947

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