Free Webinar Features National Giving USA Report |
Be sure to watch Giving USA, the official report on trends in philanthropy, on Wednesday, June 22 at 11:45 a.m. The free webinar, presented by Clark Schaefer Hackett and sponsored by The Dayton Foundation and others, will feature a breakdown of the report by Melissa S. Brown, president of Melissa S. Brown & Associates, LLC. The report is a valuable nationwide resource with benchmarking information for trustees, philanthropists, financial advisors, giving officers, not-for-profit leaders, executive directors and fundraising professionals.
For more information or to register for this free webinar, click here.
|
Why It’s Important to Discuss Giving with Your Clients, Even During Tumultuous Times |
Although the market has been somewhat tumultuous and inflation has run amuck, philanthropy still is in the hearts of many of your clients. We often mistakenly presume that the primary reason people give charitably is for the tax break. While the tax incentive is one benefit of charitable giving, it isn’t necessarily the motivation behind why people give. I can point to multiple studies and a variety of lists explaining this and can assure you that tax benefit is nowhere near the top of any list.
Read this article by Joe Baldasare, chief development officer for The Dayton Foundation, for reasons why it's important to continue the conversation on charitable giving with your clients.
|
Help Your Clients Make the Most of Their QCDs |
Do you serve clients who are over or approaching age
70-1/2 and who are charitably inclined? By working with The Dayton Foundation to take advantage of a traditional IRA qualified charitable distribution (QCD), your clients may transfer up to $100,000 to a 501(c)(3) public charity and not have it show in their income for tax purposes, thus resulting in substantial tax savings for them.
To learn about several charitable giving options available to your clients through The Dayton Foundation for QCDs, click here.
|
|
Michelle Lovely, CFRE, senior vice president, Development and Donor Services
|
Please note these important steps for clients making gifts of appreciated assets to their Dayton Foundation funds:
1) Be sure to check that the brokerage firm has an account with The Dayton Foundation.
2) Once this is verified, provide written instructions to both the broker and to us so we may identify the Foundation fund that is to be credited with the gift.
|
|
