Manage Your Clients’ Charitable Goals

Advisors have told us their relationship with The Dayton Foundation helps them to better serve their clients and simplifies their job. From estate planning to gifting appreciated stock, partnering with us gives you access to expert charitable advice at no cost to you or your clients.

Here to help.

Nakia Lipscomb
Senior Director of Development
(937) 225-9954

We work to keep you engaged with clients you have referred to us and help educate you on the latest giving trends. We're happy to meet with you and your clients to find solutions for all their charitable giving needs.

Why You Should Partner with The Dayton Foundation

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Continued Management of Clients’ Charitable Assets

Keeping you in the loop with your client is important to us. Financial advisors may retain management of their clients’ assets that exceed $250,000.

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Flexible Gift Acceptance Policy

We simplify the donation of closely held stock, real estate property or other complex assets.

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Low Administrative Fees

We offer a free Charitable Checking AccountSM and other products with low fees to ensure more of your clients’ dollars go to charity.

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Wide Range of Charitable Giving Vehicles and Expertise

We make your job easier by identifying the charitable vehicles that are best for your clients' needs. We help you find efficient, tax-wise solutions for your clients’ complicated objectives or complex gift situations.

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Easy, Online Access

Through Donor Express, donors have secure, online access 24/7 to their fund or Charitable Checking AccountSM information.

 

Although our clients are donating funds to The Dayton Foundation, they appreciate that their personal financial advisor can continue to manage their assets. Partnering with the Foundation to better serve clients’ charitable needs is a win for you, your client and our community.

Shaun P. Nicholson, CFP
Managing Director of Wealth Management, The Cornell/Nicholson Team,
UBS Financial Services, Inc.

Learn how partnering with The Dayton Foundation can help you deliver the most tax-wise and effective giving methods to clients.

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