Big Announcement on National Joe Day!
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Today is National Joe Day, the perfect day to announce some exciting (yet bittersweet) news for our Chief Development Officer Joe Baldasare, CFRE.
After 22 years, Joe will retire on June 30, 2023. Since he began his tenure with The Dayton Foundation in 2001, thousands of charitable funds have been established, due largely in part to the special relationships he has nurtured with donors, financial advisors and nonprofit leaders. As Joe said in a recent Good News article, “I have the greatest job because all day long, I get to meet good people who want to do good things for the community and the world. What could be better than that?”
In honor of National Joe Day, we invite you to raise a cup of Joe for Joe! Visit our Facebook, LinkedIn and Twitter pages and leave him messages of congratulations and well wishes for his upcoming retirement. Thank you, Joe, for a remarkable career of helping people help others and making our community a better place to live!
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SECURE 2.0 Act: Help Your Clients Maximize Their Giving
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Just when you thought you had your clients’ retirement and charitable giving plans up to date, President Biden signed into law the SECURE (Setting Every Community Up for Retirement) 2.0 Act on December 29, 2022.
The SECURE 2.0 Act is packed full of provisions that change retirement planning. Read this article by Kevin McDonald, senior vice president and senior fiduciary strategist for Key Private Bank, to learn more about charitable giving options available to your clients in light of the recent changes.
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How We Can Help You Help Your Clients in an Unstable Market
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Despite the turbulent market over the past year, Dayton Foundation donors have remained committed to giving to causes and organizations they care about. Unlike 2008 and 2009, when we experienced a drop in the number of new funds opened and number of grants going out, our overall number of grants and new contributions has continued to trend in a positive direction. Even in down markets, charities still need funding. Donors understand this critical need and are anxious to help fill the void.
Read this article by Michelle Lovely, CFRE, senior vice president of Development and Donor Services, to learn how we can help you help your clients make charitable giving a priority even in an unstable market.
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Michelle Lovely, CFRE, senior vice president, Development and Donor Services
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