Advisor Toolkit

Let The Dayton Foundation help you make your clients’ charitable giving easy and effective. We offer a variety of resources and services to assist you in your work.

Here to help.

Michelle Lovely, CFRE
Senior Vice President of Development and Donor Services
(937) 225-9948

Advisor Toolkit

Downloadable Resources (Brochures)

The Dayton Foundation offers free copies of our brochures and other information about the Foundation for you to have on hand at your offices for your clients. Contact Brandon Sutherland at (937) 225-9950 if you wish to request hard copies of our brochures or publications.

Fees & Investment Policy

The Dayton Foundation is committed to looking after and strengthening the charitable funds entrusted to us by our fund holders.

Free Illustrations

We run free charitable gift-planning illustrations for you and your client through our Crescendo software. Calculations are available for charitable gift annuities, charitable remainder trusts, charitable lead trusts and more.

What Your Client Can Give

From real estate to appreciated stock, we work with you and your clients to find the most tax advantageous ways for them to maximize their charitable giving goals.

The Dayton Foundation is a valuable resource to help facilitate a client’s charitable legacy.... It is also a valuable professional resource available to help you design a strategy or review alternative strategies to meet your client’s objectives.

Mark Conway
Attorney, Thompson Hine LLP

Learn More

Learn more about The Dayton Foundation by attending a free, lunchtime presentation or a one-on-one meeting with our staff. For more information, contact a member of our development department.

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