Seminars and Events

The Dayton Foundation is pleased to partner with others to offer presentations and educational opportunities to help you fulfill your clients' financial and charitable goals.

Full- and half-day seminars by local and national experts, lunchtime presentations and one-on-one meetings are designed to enhance your knowledge of tax, estate and charitable gift planning. Many of these programs also can help you meet continuing education requirements.

For more information or to be added to our mailing list for future events, contact Allyson Johns, paralegal, at (937) 225-9953.

Upcoming Seminars

June 2, 2015

Free Advisor Seminar

The Dayton Foundation also is cosponsoring with the Partnership for Philanthropic Planning, University of Dayton and Wright State University a free advisor seminar on Tuesday, June 2, from 2:30 to 5 p.m. Bryan Clontz, CFP, President of Charitable Solutions, LLC, will present "Creative Charitable Planning with Non-Cash Assets: From Acceptance to Disposition." Both CLE and CEU continuing education credits have been approved.

Register for this seminar by emailing

Lunchtime Presentations

Would you like to learn more about The Dayton Foundation and the benefits of charitable giving for your clients?

Join us for one of our free, lunchtime presentations at our offices in the Kettering Tower (40 N. Main Street, Suite 500, Dayton, Ohio 45423). We also are happy to schedule a meeting with you and your associates at a location and time that is convenient for you.

Upcoming Advisor Luncheons: Contact Allyson Johns for more information.

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File date: 05.12.15


Joe Baldasare

“Any client with an interest in charity may benefit from one of the many Dayton Foundation services. To learn more, call us at (937) 222-0410.”
Joe Baldasare, vice president, Development

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