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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