- Why Partner with The Dayton Foundation?
- How We Can Help Your Clients
- Benefits for You and Your Clients
- Services for Advisors
- What Advisors Have Said about Us
- Our Advisor Partners
- Talking to Clients about Charitable Giving
- Types of Funds
- What Your Clients Can Give
- Administrative Fees & Investment Policy
- Options for People with Disabilities
- Advisor Newsletter – Futures
- Sign Up for GiftLaw E-Newsletter
- Seminars & Events
- Advisor Resources
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.
By Patricia L. Ioas, CPA, CMA, Director, Brady Ware & Company
More About the Author of this Issue
Patricia L. Ioas, CPA, CMA, is a director with Brady Ware & Company, where she manages the firm’s Nonprofit Services Group and leads the Employee Benefits Audit Practice. She has more than 30 years of experience working with nonprofit organizations in both a professional and volunteer capacity.
Sign up today to start receiving Futures (either in print or electronically).
^ top of page
IN HER WORDS
“The Dayton Foundation, as a qualified public charity ...can help clients execute the [IRA] transfer to a new or existing scholarship fund, designated fund, field-of-interest fund or unrestricted fund.” – CPA, CMA, Director, Brady Ware & Company