Special Episode: The Independent Advisors Podcast: Episode 368

This special episode steps outside the usual market conversation for a conversation on legacy giving with Mike Parks, President and CEO of The Dayton Foundation, and Michelle Lovely, Senior Vice President of Development and Donor Services at The Dayton Foundation. The conversation covers the Great Wealth Transfer and what it could mean for the region, the difference between legacy giving and planned giving, practical first steps for setting up a legacy gift, real examples of the impact legacy gifts have made locally, and a look at how supporting a cause like the Oakwood Schools Foundation can grow into a lasting legacy.