New Request for Proposals: The Foundation is currently seeking RFPs from nonprofits interested in hosting a highly skilled Del Mar Encore Fellow. Learn how to apply. 

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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