Helping You To Help Your Clients - A Value-Added Service
"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 objectives. Whether it is a current charitable gift that produces immediate tax deductions or it is establishing an estate plan that will provide income for your clients' favorite charities for years to come...we are here to help.
"We can provide a value-added service for you when working with clients who have charitable interest. We are available to partner with you to find the best fit to match your clients' needs and goals.
"We invite you to take advantage of our staff expertise and charitable knowledge, available at no cost to you or your clients. In addition, seminars and events are available through The Dayton Foundation and can enhance your knowledge and help you meet continuing education requirements of your profession. "
– Joe Baldasare, vice president, Development
So, why partner with The Dayton Foundation? See why a partnership with The Dayton Foundation can provide opportunities for you and your client. Click here.
More benefits for professional advisors and clients.
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The Dayton Foundation. We Help You Help OthersSM
File date: 11-29-2011