Why Choose The Dayton Foundation

The Dayton Foundation is unique in the range and depth of services that we offer people and organizations who want to give to charity today or in the future and make a lasting difference. The Dayton Foundation offers trusted, local expertise and the personalized service you need to create a charitable legacy in which you can take genuine pride.

Read for yourself just a few of our valued benefits.

Permanence

We are a local organization that has been in existence since 1921, assisting thousands of donors and awarding tens of thousands of grants to charitable organizations for worthy causes. We take pride in the role we have played in carrying out the dreams of our donors. We are happy to do the same for you, today and into the future.

Local Expertise

We employ a staff of local experts:

  • two CFRE-certified fundraising executives to help you and your financial advisor focus your giving and make it more effective;
  • grantmaking professionals and former CEOs of local not-for-profit organizations to offer you their knowledge of community issues, opportunities and resources.

We are here to help you focus your giving and make it more effective.

Local Association/Impact

Our staff and Governing Board are made up of knowledgeable, concerned community citizens and volunteers like yourself, living in the Greater Dayton Region. With this level of staff research, knowledge and volunteer expertise and commitment, we can quickly identify local and regional issues, guaranteeing that we target discretionary grants where they will do the most good.

We also convene agencies and coordinate resources to create positive change for our community.

Personalized Service and Flexibility

Whether you want to give now or in the future, locally or nationally, we can customize a charitable-giving plan to make your giving and financial goals a reality. You also can be as involved in your giving as you wish. We will meet with you and your professional advisor to discuss your charitable-giving needs and how we can best fulfill them.

To learn more about the types of funds available through the Foundation, click here.


Administration

We provide all administrative services and handle the bothersome paperwork and IRS reports, so you don't have to.

24-Hour Online Account or Fund Access

Through Donor Express, a secure, password-protected online service, donors can access their personal fund or Charitable Checking Account℠ information, including their fund value or account balance, gift and grant history, as well as pending grant recommendations. Charitable Checking Account information is updated daily. Long-term endowment fund balances are updated quarterly.

To learn more about Donor Express, click here.

Immediate Tax Deductions

Because The Dayton Foundation is a public charity, donations qualify for the maximum available deduction for charitable contributions in the year when the gift is made. We also can offer solutions to help reduce your estate-tax liability.

Low Administrative Costs

The Dayton Foundation has low administrative fees. Read more about our administrative fees and investment policy.

Investment Management

Our investment portfolios are managed for long-term growth in the market. This allows for significant grantmaking opportunities. A third-party performance evaluation firm monitors the Foundation’s performance.

Sound Stewardship of Your Funds

You have peace of mind in knowing that your funds and your charitable intent are being managed in perpetuity by an established organization with decades of charitable giving experience and an impeccable reputation.

Accountability

An independent, certified audit is performed annually, and we make a full accounting of our activities through our annual report and other public documents. Copies of the Foundation’s audited financial statements are available at your request.

Privacy

You decide whether you want to be recognized for your giving or to remain anonymous. You can feel secure in knowing that your personal information will never be disclosed.

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File date: 9.15.14

HERE TO HELP

Joe Baldasare

“Let us help you determine the most efficient and effective giving option for you, your family or your organization. Talk with me or a member of our Development team.
– Joe Baldasare, vice president, Development, (937) 222-9954

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