The Dayton Foundation will be closed for Christmas starting on Tuesday, December 24, through noon on Thursday, December 26.

If you're looking to make an end-of-year gift by December 31, click here for more details. Happy holidays!

Helping You Help Your Clients

Like you, we have your clients’ best interests at heart. Our charitable giving experts complement the work you do as a professional advisor to help your clients fulfill their financial goals, while making a difference with the causes and nonprofit organizations important to them.

Here to help.

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

From tax-wise giving solutions that make the most of your clients' charitable dollars today to estate-planning services that provide income for their favorite charity in the future, we offer a wide array of charitable giving solutions designed to help you help your clients. Let us be your first phone call when you have a question about charitable giving. We are here to help you help your clients. 

The Dayton Foundation, as a community foundation, offers a highly effective vehicle for accomplishing clients' long-term charitable goals.

Lynn A. Burns, CPA, JD, CFP
Burns Tax Consulting LLC

Take advantage of our staff’s charitable giving expertise available at no cost to you or your clients.

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