Family Foundation Plus℠ —Advised

Offering many of the same benefits as Family Foundation Plus, Family Foundation Plus—Advised is an advised fund option, enabling individuals with current private foundations to roll them into this donor service vehicle. Benefits of this gift option include:

  • family involvement through generations,
  • added tax benefits,
  • no separate 990 tax filings,
  • lower cost,
  • increased flexibility,
  • the ability to give anonymously, if you so choose, and
  • the ability to determine annual disbursements, unconstrained by a minimum 5 percent payout requirement, among other benefits.

Acrobat PDF fileMore information about Family Foundation Plus—Advised is available in The Dayton Foundation’s brochure, Better Than a Private Foundation: Family Foundation Plus—Advised.

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File date: 12.06.16

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Joe Baldasare

“To tailor a solution to your individual needs and to learn how we can help you help others, talk with me or a member of our Development team.”
Joe Baldasare, Chief Development Officer, (937) 225-9954

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