Futures Newsletter

Futures Spring 2008 Futures is The Dayton Foundation’s award-winning newsletter for estate planners and financial advisors.

Authored by respected professional legal and financial advisors in our community, each issue of Futures features a particular charitable giving vehicle, along with helpful case examples.

The following is a link to access the current issue of Futures in PDF format plus more information about the article’s author.

Tax Planning for 2015: Help Your Clients Start Now to Save,


By Karen O. Crim, CPA, Tax Senior Manager, McGladrey LLP

More About the Author of this Issue

Karen O. Crim, CPA, is a Tax Senior Manager for McGladrey LLP, where she specializes in tax services to not-for-profit organizations and private foundations. She has over 29 years of experience in all aspects of taxation.

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File date: 06.05.15

IN HIS WORDS

Quincy Brown

“[The Investment Policy] conveys the Foundation’s specific investment expectations, while providing sufficient flexibility for changing economic and market conditions.” – W. Quincy Brown, Vice President-Consultant, Fund Evaluation Group, LLC

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