Managing Your Fund

Below, you will find several resources to help you stay informed about the charitable fund you established through The Dayton Foundation. Of course, we always welcome your questions and comments (see Who Here Can Help You).

Personal Foundation Representatives

When you establish an endowed (long-term) fund through the Foundation, we assign you a personal representative, who serves as your primary contact with the Foundation and will oversee your fund. Your representative is available to assist you with any questions you might have regarding your fund’s activity.

If you are unsure as to who your personal representative is, contact Allyson Johns, in our Development office or call her at (937) 225-9953.

If you are a Charitable Checking Account℠ donor, you may contact Alma Matthews, Charitable Checking Account Service associate, at (937) 225-9930. She can answer questions about your account activity or assist you in finding out about a charitable organization’s 501(c)(3) nonprofit status.

Donor Express

You can find answers to many basic questions about your fund through Donor Express, a free, secure online service which provides access to your fund information 24 hours a day. To access Donor Express, simply click Access Your Fund or Account from any page on our web site. To register online for Donor Express, click the link on that page to register as a user. If you need further assistance or have any questions, contact Alma Matthews at (937) 225-9930.

International Grantmaking

Donors frequently ask if they can award grants from their Dayton Foundation funds or Charitable Checking Accounts℠ to charitable organizations located outside the United States.

To help you with this process, The Dayton Foundation offers several options for international grantmaking that are in compliance with U.S. tax laws and the Patriot Act’s anti-terrorism provisions.

Grants to U.S.-based Charities

The easiest and most common option is to award a grant to a U.S.-based charitable organization that operates international programs, such as the American Red Cross, Feed the Children and the Heifer Project International Foundation. These established organizations currently address a number of important overseas issues, including emergency relief efforts due to natural disasters and ongoing issues, such as improving the health and education of a particular country’s citizens. You may designate a grant to the organization and indicate the particular effort you wish to support.

You also can award a grant to a "Friends of" organization, such as Friendship with Cambodia and Friends of Israel Disabled Veterans. These types of charities are established in the United States with the sole purpose of raising funds for a specific charitable program located in a particular country.

Grants to U.S. Intermediary Organizations

Intermediary organizations are U.S.-based charities (for example Give2Asia, United Way Worldwide and the Global Fund for Children) that establish charitable funds for individuals who want to give to international efforts. They typically work with several countries, offering donors the ease of giving directly to various projects or programs without taking on the legal and practical challenges of doing so directly. For a fee, ranging between five and eight percent (depending on the size of the grant,) and a grant of at least $5,000, an intermediary organization provides the mechanism and expertise to see that your grant gets delivered to the proper organization, carries out the due diligence on the project and provides reports to you and The Dayton Foundation on the outcome of your grant. Gifts from Dayton Foundation funds to intermediary organizations are permitted, because the grant is first given to a domestic charity.

If you would like more information about how to make a grant to support an international effort, you may contact Diane Timmons, vice president of Grants and Programs, or call her at (937) 225-9966.

Frequently Asked Questions

For quick answers to typically asked questions, check out our Frequently Asked Questions.

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File date: 9.16.14

IN THEIR WORDS

Janet and Don Grieshop

“There is a saying, ‘To those whom much is given, much is expected.’ We’ve received so much from our community. It’s our responsibility to give something back. The Dayton Foundation helps us to do this.”
– Janet and Don Grieshop, Dayton Foundation donors since 1995

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