Recent issues of Futures are available in Adobe Acrobat PDF format. If you do not have Acrobat, click here to download a free version. Once downloaded, you can save any one of these publication files to your hard drive. Simply right-click on your selection, select "Save Target As" from the File menu, then locate a destination directory on your hard drive.
PLEASE NOTE: Issues of Futures appear as they were originally published. Calculations presented in the case examples may have changed over time. Please contact a member of our Development staff at (937) 222-0410 for current figures.
Do you want to be added to our mailing list for Futures? Please contact Allyson Johns, paralegal, at (937) 225-9953.
Winter/Spring 2013:By Joe Oehlers, Partner, Bieser, Greer & Landis
IRA Charitable Rollovers - Even Better in 2013
Summer 2012:By Richard L. Carr, Jr., Esq., Dunlevey, Mahan & Furry
Change in the Ohio Estate Tax - Helping Your Community: Soon It Will Be All Your Choice
Winter/Spring 2012:By Joseph B. Baldasare, M.S., CFRE, vice president of Development, The Dayton Foundation
Community Impact Endowment Funds - An Attractive Alternative for Charitable Clients
Winter 2011:By Sam Warwar, Esq., Tax Partner, Coolidge Wall Co., L.P.A.
Thinking Differently About Charitable Giving: Using Closely Held Stock to Make a Charitable Gift
Summer 2010:By Stanley J. Katz, Principal, ClientFirst Financial Strategies, Inc.
Roth IRA Conversions and the Charitable Option
Summer 2009:By Kevin L. McDonald, Vice President and Trust Administrator, Key Bank
The Dayton Foundation's Unrestricted Endowment Option: For Clients Looking to Help the Community Broadly
Spring 2009:By Gary L. Hunt, JD, CPA, Partner, Battelle & Battelle LLP
How Working with The Dayton Foundation Can Benefit Clients Who Are Small Business Owners
Fall 2008:By Scott E. Behnken, President, Behnken Financial Services, Inc.
The Benefits of Deferred Funds in Uncertain Economic Times and Discussing Charitable Giving with Clients
Summer 2008:By Deborah D. Hunt, Esq., Partner, Sebaly Shillito + Dyer
Charitable Gift Annuities and Charitable Remainder Trusts: How They Work and When to Use Them
Spring 2008:By Michael M. Parks, CFRE, President, The Dayton Foundation
Enlisting the Support of Estate and Financial Advisors: New Numbers and a Vision for Our Region
Spring/Summer 2007:By Jan A. Clark, Esq., Senior Development Officer, The Dayton Foundation
Family Foundation PlusSM: Building a Family Legacy to Withstand the Test of Time
Winter 2007:By Jonas J. Gruenberg, Esquire, Coolidge Wall Co., L.P.A.
Coaching the Philanthropist
Fall 2006:By Lynn Burns, CPA, JD, CFP; Owner of Burns Tax Consulting, LLC
Several Reasons to Prefund Your Charitable Checking AccountSM and Increase the Benefit of Giving
Spring 2006:By L. Wesley Boord, CLU, ChFC, MSFS, CLTC; Partner, Comprehensive Planning Group, Inc.
Increasing Wealth and Charitable Giving: The Role of Insurance in Financial and Estate Planning
Winter 2006:By Jesse B. Beasley, Esq., Certified Elder Law Attorney
The Ohio Community Pooled Flexible-Spending Trust: A New Option for Loved Ones with Disabilites
Summer 2005:By Jay A. Buckingham, CFP/CSC, President, Buckingham Financial Group, Inc.
Strategy in an Uncertain Environment: A Method for Supplementing Clients' Retirement Income
Spring 2005:By Attorney James L. Jacobson, Pickrel, Schaeffer and Ebeling
How to Help Your Client Leave a Charitable Legacy
Winter 2005:By Attorney Richard F. Carlile, Partner, Thompson Hine LLP
How Family Foundation PlusSM Can Provide An Attractive Alternative to a Private Foundation
Spring 2004:By Attorneys Frederick J. Caspar and David R. Wickham, Chernesky, Heyman & Kress PLL
Endowed Funds Generate Gifts that Keep on Giving
Winter 2004:By Alan B. Schaeffer, Esq., and John E. Clough, Esq., Pickrel, Schaeffer & Ebeling Co. L.P.A.
Real Estate and Charitable Intent: How They Equate
If you'd like additional information about The Dayton Foundation, or printed copies of our publications, please fill out our Request for Information form.
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The Dayton Foundation. Helping You Help OthersSM
File date: 02-28-2013