May Chapter Meeting

 

“Implications for Charitable Giving Under New Tax Laws”

Come learn more and delve into the expected and unexpected outcomes of the new tax laws – both to individuals to whom we may write proposals or to corporate, private, community, and family foundations. Our lovely speakers are Joseph (Joe) Baldasare – Chief Development Officer and Michelle Lovely – Vice President of Development, both of the Dayton Foundation.

Joining The Dayton Foundation in 2016, Michelle Lovely has 23 years of customer relationship management, business development and banking, and wealth advisory experience. She was previously employed as vice president of Private Banking for The Huntington National Bank.

A lifelong Preble County resident, Michelle earned her Bachelor of Science degree from Miami University. She’s also a very active community volunteer and has served on numerous not-for-profit boards and committees, including The American Heart Association Board, which she became involved with when her brother passed away from heart disease at the age of 25.

As vice president of Development, Michelle is responsible for overseeing fund development and gift planning activities.

Joining The Dayton Foundation in 2001, Joseph (Joe) B. Baldasare, CFRE, has over 30 years of not-for-profit organization management experience. Joe also has earned the Certified Fund Raising Executive designation by Certified Fund Raising Executive International.

As Chief Development Officer, Joe is responsible for fund development and gift planning activities.

Joe is a native of Dayton and has a M.S. in rehabilitation administration from DePaul University and a B.A. in education from The Ohio State University.

This will be a very informative session and space is limited, so secure your seat today! We will make reasonable efforts to accommodate dietary restrictions and preferences. Please indicate your restriction on the registration form.  **Please note, no-shows and cancellations after Thursday, April 26th will be invoiced for the meeting fee ($12/members and $20/guests).