Futures Newsletter

Futures Spring 2008 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.

Tax-free IRA Transfers to Charity Now Permanent Option for Clients,


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.

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File date: 03.08.16

IN HER WORDS

Patricia Ioas

“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.” – Patricia L. Ioas, CPA, CMA, Director, Brady Ware & Company

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