Planned Giving

For Professional Advisors

Saturday September 23, 2023

Financial Advisor Resources

Legal Title: University of Dayton, an Ohio not-for-profit corporation

Address: 300 College Park, Dayton, OH 45469-7053

Federal Tax ID: 31-0536715


Legal documents such as wills should always be prepared by attorneys. The University does not provide legal documents for its donors, nor engage in the practice of law. We will, however, work closely with your attorney to fulfill your wishes.


We have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We are available to assist in helping you provide clients with clear and understandable gift illustrations. Advisor Resources
Charitable Tax Reference

Charitable Tax Reference

GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website.
Deduction Calculator

Deduction Calculator

The GiftLaw Calculator is a planned gifts calculator for professionals that follows the IRS format. Run charitable deduction calculations for your favorite gift plan.
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CONTACT

University Advancement

1700 South Patterson
Building 5th Floor
300 College Park
Dayton, Ohio 45469 - 7053
937-229-4484
Email
Gifts Through My Will or Trust