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We help you help others. SM The Dayton Foundation Report to the Community Inside: A Dayton Foundation leader- ship initiative is helping to build better neighborhoods, stronger families and better students through neighborhood school centers in Dayton, page 5. Also: Stories about your neighbors – “A Passion for Strengthening Community” ...and much more.

We help you help others. - The Dayton Foundation: Serving ... · We help you help others. ... corpo-rations and financial institutions contribute to funds of The Dayton Foundation,

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We help you help others.SM

The Dayton Foundation Report to the Community

Inside: A Dayton Foundation leader- ship initiative is helping to build better neighborhoods, stronger families and better students through neighborhood school centers in Dayton, page 5.

Also: Stories about your neighbors – “A Passion for Strengthening Community”...and much more.

What Is The Dayton Foundation?When people think of charitable foundations, typically they think of private foundations representing a single philanthropist, family or com-pany. Community foundations like The Dayton Foundation are public charities, created by and for the people in a local area. The Dayton Foundation’s core purpose is to help you help others. The Dayton Foundation repre-sents nearly 3,000 individuals and families from nearly every walk of life and background, joined by a common purpose: the desire to help society and the community through charity. These individuals have made a commitment to help today or through their estates. Community foundations are very long-sighted organizations. They are distinguished by their mission to be here in perpetuity and man-age donors’ charitable wishes and the “community capital” they have invested to meet Greater Dayton’s changing needs and opportunities. The beauty of community foun-dations is in the diversity of their base. People of modest means stand side by side with well-known Dayton philanthropists to form a community philanthropic founda-tion that is strong and deep beyond measure. The Dayton Foundation has innovative giving vehicles, from Charitable Checking Accounts

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to private foundation alternatives that enable charitable people to find a

place at the table – anyone can be a philanthropist

if you have even a modest amount to give and want to help others. The reasons for using The Dayton Foundation, rather

than writing checks to charity or setting up

a private foundation, are many. They include: • simplify-

ing the giving process • maximizing tax benefits • minimizing costs • adding flexibility in giving and • providing resources from a staff knowledgeable about community issues and the charitable vehicles to create the best fit for each indi-vidual and family. The Foundation also provides opportunities to sup-port needed leadership initiatives to solve specific community problems. The Dayton Foundation provides people with a vehicle for collective community good. We help you help others.

Operating Fund Contributors

ach year many hundreds of individuals, corpo-rations and financial institutions contribute to

funds of The Dayton Foundation, including the Foundation’s operating fund.

We deeply appreciate all of The Dayton Foundation donors and all that they do for Greater Dayton. In this report, we recog-nize the following donors who contributed to the Foundation’s operating fund in this past fiscal

year (July 1, 2007, to June 30, 2008). For those donors who wish to remain anonymous, we respect-fully honored that preference. Operating gifts help the Foun-dation help others by undertaking critical leadership initiatives and collaborative efforts to benefit our community, maintaining and improving services for donors and not-for-profit organizations, and ensuring the Foundation’s dedica-tion to improving the quality of life throughout the Greater Dayton Region – now and in the future.

2007 Biennial Meeting Sponsors Gold Level: JPMorgan Chase & Co. Silver Level: Bieser, Greer & Landis Bronze Level: Battelle & Battelle; Brower Insurance Agency, LLC; Fifth Third Bank; Kettering Tower Partners, LLC; KeyBank, NA; National City/ Allegiant Asset Management Contributor: U.S. Bank, N.A.

Individual and Other Gifts to the Operating Fund

Visionary ($5,000 or Above) Anonymous Donors, Helen & Charles Abramovitz, Mr. & Mrs. Lysle D. Cahill, Crotty Family Foundation, The Dayton Chapter of The Links, Incorporated, Thomas B. Fordham

Foundation, Mary S. & Richard F. Glennon, Sr., Lana Turner Granzow, Forrest E. & Ruth I. Holman Fund, Mr. & Mrs. Paul Kehl, The Leslie C. Mapp Foundation, Karen L. & Dale L. Medford, Pfizer Foundation Match-ing Gifts Program, Rike Family Fund, Kathleen P. Rupp, John Sullivan, Jr., Charitable Trust, Jerome F. Tatar, Charles M. Uhl, Jr., Carolyn (Toni) & William R. Winger

Partner ($1,000–$4,999) Anonymous Donors, Mr. & Mrs. Jack H. Adam, Mr. & Mrs. John W. Berry, Eleanor K. Blank Fund, Mr. & Mrs. A. Rodney Boren, Mr. & Mrs. Kevin M. Crotty, Mollie & Thomas Danis, Richard T. Ferguson, Mr. & Mrs.

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A Message to the Community: Letter from the Chair and the President of The Dayton Foundation

The Spirit to Prevail

t goes without saying that the nation and Greater Dayton are going through challeng-ing times. It’s neither the first

nor the last time this will happen.

Board Chair Charles A. Jones (left) and Foundation President Michael M. Parks

1921Founding partners help people help others. D. Frank Garland (left), a Lutheran minister, gained backing from John H. (bottom) and Robert Patterson (top) and Julia Shaw Carnell (right) to found The Dayton Foundation to help donors find a way to have their charitable wishes stand the test of time.

1930 Continuity. The Foundation helped fund an organization that was to become the Dayton Philharmonic Orchestra. Today, Foundation funds continue to support their activities.

1930s-40s Meeting changing needs. Easing the unemployment situation during the Great Depression and underwriting after-school programs during World War II were an early focus for Dayton Foundation grants.

Mission of The Dayton Foundation: To strengthen our

community through philanthropy and

leadership.

E2008-09 “I Believe!” Partners

This Community Report was made possible by four Dayton Foundation donors and families who are this year’s “I Believe!” Partners. Their generosity supports Dayton Foundation publica-tions and helps free resources for the Foundation’s other community work. The 2008-09 “I Believe!” Partners are: Dr. Soma S. & Veni Avva, Karen S. & Kevin M. Crotty, Susan & Shaun P. Nicholson, and Jane & Fred C. Setzer, Jr. The Foundation is deeply grateful to these special families and to all the donors of The Dayton Foundation.

Ten Years of The Dayton Foundation Grants and Charitable Distributions (all in $ millions) – Total: $365 million

$40.9$41.1$34.4$33.6$34.2

$39.1

$31.5$36.2$36.6$37.4

The Dayton Foundation’s

essential job is to help you help

others.

Continued on page 6

98-99 99-00 00-01 01-02

02-03 03-04 04-05 05-06

06-07 07-08

Page 2 | 2007-08 Report to the Community

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The rigor with which potential

solutions are being discussed, the creativity

and commitment that are being demonstrated, make

us optimistic about our region’s future.

dation’s help, Foundation donors supported charitable organizations and causes with $41 million in grants and programs. Over the last 10 years alone, the collective impact on Greater Dayton and thousands of charities has been $365 million in grants and pro-grams.

Dayton is the 59th largest market in the U.S. However, The Dayton Founda-tion, in the last reported ranking, was 32nd out of over 700 community foundations nation-wide in total charitable grants dol-lars, 42nd in market value of assets ($326 million last fiscal year) and 22nd in the nation for new gifts received ($42 million last fiscal year).* It would be hard to find a community foundation in the nation that issued so many grants last fiscal year – more than 16,000. In addition, $3.6 million in new planned and deferred (legacy) gifts were committed by donors to The Dayton Foundation this past year, for a total of more than $219 million in committed legacy gifts as of June 30, 2008. Clearly this is disproportionate giving from a community our size. What this says about the spirit, commitment and generosity of Greater Dayton citizens is huge and encouraging beyond measure.

A Region with Rich Resources

When Fortune magazine called Dayton a dying town, they hadn’t bothered to look beneath the sur-

face of their judgment that negates the

reality of what those of us who live and work here know to be true. Without doubt, tremen-

dous problems exist, as so many

communities across our nation’s heartland are

experiencing. But the rigor with which potential solutions are being discussed, the creativity and com-mitment that are being demon-strated, make us optimistic about our region’s future.

Greater Dayton is less likely to be described in the future as a manufacturing region than as the high-technology community many are working to create. As we work through these economic transi-tions, our region will be reinvigo-rated over time and new opportu-nities will open up for all of our citizens.

The Dayton Foundation, estab-lished in 1921 to be here in perpetuity, is in such an unusual position to observe and participate in our community’s work

But what matters is the spirit and resources with which we meet these challenges.

The Dayton region is fortunate to have many caring and talented people and institutions at work

on solutions to local issues. Among them is a vigor-ous community foun-dation – The Dayton Foundation – that is 87 years old and represents

nearly 3,000 individual donors and their charitable

funds. The Dayton Foundation’s essential job is to help you help others. We do this in many ways.

Last fiscal year (July 1, 2007, to June 30, 2008), with the Foun-

Q&A: The Dayton Foundation Community Leadership Initiatives and Their Impact An Interview with Foundation Chair Charles A. Jones and President Michael M. Parks

Q: Can you tell us about The Dayton Foundation’s latest initiative, Dayton Crayons to Classrooms (DC2C)?

A: Jones: DC2C addresses some of the most basic needs children have. How can we expect children to go to school without rudimen-tary school supplies? Many people would be surprised to learn that Continued on page 5

Richard E. Gump, Margaret & Franz J. Hoge, Mrs. Alvin Iams, Ellen & Jeff Ireland, Dr. & Mrs. Frank James, Dr. & Mrs. Mason S. Jones, Mr. & Mrs. Warner H. Kiefaber, Jr., Margo & Leo E. Knight, Jr., Mr. & Mrs. Kenneth F. May, Judy D. & William K. McCormick, Vicki D. Pegg & Robert D. McGriff, Janet E. & David L. Meeker Fund, Gerald M. Miller & Carole A. Miller Family Foundation, Mr. & Mrs. Richard K. Mommsen, E. Lee Monnin, Susan & Shaun P. Nicholson, Clara Osterhage, Laura B. & Peter W. Pannier, Amy S. & Michael M. Parks, Mr. & Mrs. Ronald Parsons, Frank & Helen Reibold Memorial Trust Fund, Carole E. Remick, Samaritan Health Founda-

tion, Sharon K. & Doug C. Scholz, Mr. & Mrs. Fred C. Setzer, Jr., Frederick C. Smith, Virginia B. Toulmin, Mr. & Mrs. Philip H. Wagner, Ronald D. Wagner, James Walsh, Betsy B. & Leon A. Whitney

Friend ($500 - $999) Anonymous Donors, Richard N. Bechtel & Phyllis K. Steinke, Margery A. Beerbower, Vicki Braun, Mr. & Mrs. William H. Broad, III, Virginia Conlogue Foundation, Mr. & Mrs. Mark D’Urso, Mr. & Mrs. George A. Fisher, Jr., Mr. & Mrs. Thomas Hausfeld, Al H. & Olive I. Homan Fund, Mr. & Mrs. Charles A. Jones, Dr. & Mrs. Neil Kantor, Helen E. Jones-Kelley & Thomas E. Kelley, Jr.,

Howard C. & Marie S. Kelly Fund, Mr. & Mrs. Robert S. King, Mr. & Mrs. Robert C. Laumann, Paula & John MacIlwaine, Mildred Mooney, Mr. & Mrs. Robert S. Neff, Mr. & Mrs. Robert E. Neumeister, Mr. & Mrs. Donald E. Ruhl, Mr. & Mrs. John L. Schaefer, Shellabarger Family Me-morial Fund, Richard & Jacqueline Siefring Foundation, John C. Stahler, Jack H. Stoecklein Fund, Barbra A. Stonerock & Bear Monita, Mary Jane Whalen, J. Wiley, Inc., Wesley E. & Florence L. Williams Fund, Mr. & Mrs. John York

Supporter ($200 - $499) Anonymous Donors, Barbara K. Ackerman, Mr. & Mrs. Joseph B.

Baldasare, Mr. & Mrs. Brian W. Beebe, Elinor & Sam Benedict, Mr. & Mrs. Theodore R. Black, Jr., Mr. & Mrs. Richard L. Blessing, Carol & Tom Breitenbach, Leonora & Orlando V. Brown, William T. Bryan Fund, Mr. & Mrs. Jean Luc Caillat, Mr. & Mrs. Richard F. Carlile, Dr. & Mrs. C. Patrick Carroll, Mr. & Mrs. Thomas A. Creager, Dorothy Culp, Gerald Demers, Dr. & Mrs. John A. Dutro, Enting Water Conditioning, Inc., Beth & John Ey, Mr. & Mrs. Paul R. Finke, Mr. & Mrs. Donald L. Grieshop, Mr. & Mrs. Timothy Gurklies, William H. Hagenbuch, Mr. & Mrs. Donald C. Hall, Brandon E. Harrison, Margaret L. Hayes, William Hoben, Mr. & Mrs. James R. Hochwalt, Mr. & Mrs.

Louis G. Homan, Mr. & Mrs. Barry R. James, Dr. & Mrs. Michael Kelly, Mr. & Mrs. Gordon F. Kohls, Donald Lane & Amanda Wright Lane, Mr. & Mrs. Thomas J. Laufersweiler, Dr. & Mrs. Gary L. LeRoy, Edythe M. Lewis, John K. Matthews, Jr., Mr. & Mrs. Charles R. McNamee, Mr. & Mrs. Thomas J. Miske, John E. Moore, Sr., Mr. & Mrs. Thomas R. Neeld, Mr. & Mrs. Robert C. Nevin, Paul F. Nugent, Jr., Joseph C. Oehlers, Mr. & Mrs. Paul M. Ollinger, Mrs. Robert L. Penny, Mr. & Mrs. Richard B. Pohl, Jr., Ruth & Gordon Price, Mr. & Mrs. Robert W. Richards, Bill & Mary Earl Rogers, Jan Rudd-Goenner, Mr. & Mrs. Edwin L. Ryan, Jr., Mr. & Mrs. Gerald L. Continued on next page...

Beavercreek residents Susan and Shaun P. Nicholson are passionate about three things – family, community and church. They have combined their love for each through charitable giving and by volunteering through their church for Inter-faith Hospitality Network, which responds to the needs of homeless families.

“There are so many families, particularly mothers with young children, who are uncomfortable going to a shelter,” said Shaun Nicholson, senior vice president-investments for UBS Financial Services, Inc. “By providing a tempo-rary home, food and support, we’re helping them get back on their feet.”

Helping individuals and organizations who desperately need their help is

Giving Others a Chance 2008-09 “I Believe!” Partners of The Dayton Foundation

Shaun & Susan Nicholson

“Knowing that a few minutes of your time or a few dollars has changed a life is very gratifying.” – Beavercreek resident Susan Nicholson

part of the Nicholsons’ philosophy of giving and why they include their daughters in their volunteer efforts. “It puts their lives into perspective,” Susan Nicholson said. “Knowing that a few minutes of your time or a few dollars has changed a life is very gratifying.”

“It’s also what makes a community strong, which is why we chose to use our Dayton Foundation Charitable Checking Account

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to help us organize our giving, whether it’s to our church or other charities,” Shaun Nicholson added. “The Foundation has a pulse on our region’s needs and offers options for anyone who gives to charity.”

A community is only as strong as its weakest link, according to the Nicholsons. “It’s easy to sit back and let others do the work,” Susan Nicholson said, “but it’s so much more rewarding to take the plunge yourself.” n

1961A strong community college. The Foundation funded a study that urged Sinclair Community College to focus on student training in fields with the strongest employment prospects, ultimately securing the school’s future at a time when its future was uncertain.

1987-97 Enabling self-sufficiency. The Foundation helped lead in the community’s response to welfare and employment issues. The Foundation’s multi-year Dayton Self-Sufficiency Initiative led to helping citizens overcome barriers to economic independence and to supporting the creation of The Job Center in 1997.

1991 Broader participation. The African-American Community Fund, a nationally ground-breaking model for the promotion of philanthropy in the African-American community, was established at The Dayton Foundation.

Great cities

are diverse cities. And diversity

produces regional business strengths.

We help you help others. | Page 3

Chair Charles A. Jones

Minority Economic Development Council(MEDC) is increasing the suc-cess of minority-owned firms by helping entrepreneurs like Lamar Pacley establish relationships with larger companies like Blackwell Consulting Services of Ohio. “We’ve made presentations at Wright-Patt, and now Blackwell is introducing us to commercial and state organizations,” Lamar Pacley said. “Together, we have a lot of leads in the works, and we’re looking at a potential joint contract before year-end. Without MEDC’s help, this never would have happened.”

Lamar Pacley

there may be as many as 20,000 Greater Dayton-area children who can’t afford items as simple as pens, notebooks and crayons. The Dayton Foundation initi-ated this effort in collaboration with the Mathile Family Founda-tion to provide free educational supplies for teachers who have qualifying children in need. This is a fairness issue, not only for children, but also for teachers, who for years have taken the cost of these supplies out of their own pockets to help their students. We believed it was time to step up to the plate and help out our teachers and children who are less fortunate and give them a better chance to succeed.

Q: Why did The Dayton Foun-dation recently join with the Dayton Business Committee to establish the Commission on Minority Inclusion and the Minority Economic Develop-ment Council to focus on harnessing the resources of our minority citizens to improve the economic fortunes of our region and create greater economic inclusion for all citizens?

A: Parks: Great cities are diverse cities. And diversity pro-

duces regional busi-ness strengths. This is one reason major local businesses and other organizations

have stepped up to participate in creating

a more diverse work force and in better utilizing minority contrac-tors. This effort will help busi-

t is impossible to measure all the good that has come out of charitable grants awarded by donors of The Dayton

Foundation since its establishment in 1921.

During fiscal year 2008 (July 1, 2007, to June 30, 2008), count-less lives have been touched by the more than 16,000 grants and program distributions totaling $41 million. These were awarded to charities through Dayton Founda-tion endowed funds and Chari-table Checking Accounts.

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In the last decade, the Foundation has distributed more than 139,000 grants totaling $365 million. This says a great deal about the gener-osity of our community and about how The Dayton Foundation has helped individuals help others.

Area Youth Look to the Future, Thanks to Scholarships More than 1,000 Greater Dayton students are getting a leg up with their college education this year, thanks to $1.3 million in scholar-ships, awarded by 124 Dayton Foundation funds. This includes $639,900 by the Dayton-Mont-gomery County Scholarship Program, a fund of The Dayton Foundation since 2006. In the last 10 years, nearly 5,500 students have received $6.8 million in scholarships through The Dayton Foundation.

Camperships Help Kids To Be Kids For Robert and Helen Harmony, giving children an opportunity they themselves did not have as children – a chance to go to camp – was the inspiration for establish-ing their Dayton Foundation fund.

Thanks to their fund, more than $483,000 has been awarded to date to resident and health-related camps. This has provided 4,060 children in need with the joy of going to camp and enjoying their childhood.

This past year, 19 Foundation funds awarded campership grants

totaling nearly $80,000, $47,500 from the Harmonys’ fund.

Strengthening Community Through Discretionary Grants In addition to the more than $40 million awarded to charity by the request of Foundation donors, additional grants were made through the Foundation’s dis-cretionary grantmaking process. By placing no restrictions on the grants awarded from their funds, a number of donors have enabled the Foundation to address some of our community’s most pressing problems and opportunities in this manner.

This past year, The Dayton Foundation awarded 82 discre-tionary grants, totaling $647,986, to support a wide range of com-munity efforts. Organizations awarded discretionary grants of more than $5,000 follow.

Access Center for Independent Living ($12,500) – used medical equipment program for individu-als with disabilities.

AIDS Resource Center Ohio ($25,000) – fundraising staff support.

Aviation Heritage Foundation ($7,500) – Farnborough Interna-tional Air Show exhibit materials.

Life Enrichment Center ($15,000) – facility renovation to feed homeless individuals.

Miami Valley Literacy Council ($10,000) – adult literacy programs.

National Multiple Sclerosis Society ($16,000) – informative lunch programs for the public.

Oakwood Historical Society ($10,000) – Long-Romspert Homestead educational center plan.

Preble County Youth Foundation ($25,000) – YMCA campus and program expansion.

Senior Resource Connection ($15,000) – senior citizen service program merger.

Toward Independence ($12,500) – services for individuals with mental retardation and develop-mental disabilities.

Widows Home Foundation ($30,000) – facility expansion.

YMCA of Greater Dayton ($15,000) – specialized baseball field for individuals with disabilities.

Grantmaking Highlights

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Schmidt, Dr. & Mrs. Kent K. Scholl, Mr. & Mrs. Joseph F. Scullion, Mr. & Mrs. Edward W. Shinabarger, Mr. & Mrs. Robert Siebenthaler, Carol Siyahi Hicks, St. Henry Tile Company, Inc., Mr. & Mrs. J. P. Stahler, Mary E. Strasser, Marilyn R. Strickler, Mr. & Mrs. David C. Studebaker, Pamela & David Sunderland, William T. Thorn, Diane & Ron Timmons, Mr. & Mrs. Donald J. Trentman, Mary Tymeson, Mr. & Mrs. Paul R. Weaver, Mr. & Mrs. Fred E. Weber, Dr. & Mrs. Stuart T. Weinberg, Frank J. Winslow

Donors (under $200) Anonymous Donors, Dr. Soma S. & Veni Avva, Margaret & Glenn W.

Barnhart, Joy & Fred Bartenstein, Molly Bell, Neal Brubaker, Mr. & Mrs. Alvin Burshtan, Lucille A. & James J. Carroll, Lois A. Caylor, Mr. & Mrs. Timothy O. Cornell, Karen O. & Gary W. Crim, Genevieve E. Danis, Mr. & Mrs. Stephen Darnell, Joyce J. & Ronald T. Deger, Stanley R. Donenfeld, Rose Ann & Mark Eckart, Mrs. Daniel W. Elliott, Helen B. Farrenkopf, Louis W. Feldmann, III, James H. Finke, Sr., Mr. & Mrs. R. Peter Finke, Dr. & Mrs. Leo Finkelstein, Jr., Richard K. Flitcraft, Georgia T. Floridis, Mary Anne Frey, Mr. & Mrs. Robert N. Friedman, Mr. & Mrs. Joseph A. Gerstle, Mr. & Mrs. David D. Goldberg, Judy & Denny Graf, Dr. & Mrs. Arthur A.

Greenfield, Mr. & Mrs. Eugene L. Gross, Mr. & Mrs. Donald Harker, III, Mr. & Mrs. J. Stephen Herbert, Mr. & Mrs. Frank W. Hollingsworth, Mr. & Mrs. Hans Holztrager, Mr. & Mrs. Robert J. Huels, Beth & Kurt Hutter, Mr. & Mrs. John Jahoda, Mr. & Mrs. John L. Jauch, Dr. & Mrs. George John, Beulah R. Jones, Ms. Kelly & Ms. Wolf, Mr. & Mrs. Thomas W. Kern, Key Foundation, Joyce N. & Mark W. Klug, Mr. & Mrs. William F. Kramer, Mr. & Mrs. Wilbert L. Lapp, Robert S. Margolis, Arthur E. Marlin, Mr. & Mrs. Lawson E. Marsh, Mr. & Mrs. Norval D. Martin, Dr. & Mrs. David Mathews, Mary & Kevin McDonald, Mr. & Mrs. Matthew F. Melko, Mr. & Mrs. Thomas H. Miller,

1993National Recognition. The Preschool/Family Prevention Project, a collaborative effort for preschoolers involving the Foundation, was named one of 11 exemplary alcohol and drug prevention programs in the country.

1999Raising the Curtain. The Foundation awarded $1 million and provided backing for bonds to be issued, enabling construction of the majestic Benjamin and Marian Schuster Performing Arts Center to go forward.

Dr. & Mrs. Gerald Molfenter, Mr. & Mrs. Stan Musick, Eleanor H. & Raymond L. Must, Mr. & Mrs. David L. Neer, Mr. & Mrs. Peter J. Neroni, Northwest Advisory, Inc., Timothy S. O’Neill, Selma & Walter Ohlmann, Robert E. Owen, Mr. & Mrs. Robert A. Pancoast, Margy Patterson, Mr. & Mrs. Robert J. Perkins, Mr. & Mrs. Norman V. Plair, Helen C. & Robert L. Potter, Mr. & Mrs. Harold S. Prigozen, Karen K. Purdum, Nancy L. Reed, Sue F. Rinehart, Joseph M. Rodgers, Mr. & Mrs. Jack R. Royer, Margery S. Runyan, Mr. & Mrs. Frank X. Sagstetter, Jamie & Agata Schade, Beth W. & Alan B. Schaeffer, Jane Scharrer, Linda & C. Miles Schmidt, Jr., Mr. & Mrs.

Thomas H. Schumann, Dorothy O. & William C. Scott, Mr. & Mrs. Jerry A. Sedlacek, Marilyn & Del Shannon, G. Richard Smith, Katherine & James Stahler, Mr. & Mrs. Richard Staley, Janice L. Stanze, Jean K. & Kenneth R. Stegemiller, Mr. & Mrs. Thomas E. Suttmiller, Mr. & Mrs. Kenneth A. Taylor, Mr. & Mrs. William G. Uhl, Louise Van Vliet, Mr. & Mrs. Joseph F. Wade, Mrs. Laurence Warwar, Dr. & Mrs. Bradley A. Weber, Dr. & Mrs. Philip A. Weisman, Mr. & Mrs. Jerome E. Westendorf, Mr. & Mrs. Edward L. White, Mr. & Mrs. Herman Williams, Dr. & Mrs. Joseph M. Wilson, Woodland Cemetery Association of Dayton, Cynthia Wornom Tillson, Mr. & Mrs. Karl L. Zengel

“Born prematurely to a drug-addicted mother and placed in foster care, Latia was told she’d never do well in school. Thanks to her hard work, her family’s support and the financial help of three Dayton Foundation scholar-ships, she’s proven them wrong. Today she is a successful student at Wright State University,” said Nevada, Latia’s adoptive mother.

“Thanks to the Diabetes Associa-tion’s Camp Ko-Man-She, Makayla realizes that being diabetic isn’t a death sentence. At camp, she was able to run, jump and do anything other kids can do. She can’t wait to go back next year,” said Denise Hiter, her mother. Makayla was able to attend camp because of a campership grant to Camp Ko-Man-She from The Dayton Foundation’s Robert and Helen Harmony Fund for Needy Children.

“We took in several sick and injured animals this year that devastated us financially and emotionally. Thanks to gifts like the one from The Dayton Foun-dation’s M. Foster Foundation, we can keep our doors open and continue placing animals into loving homes,” said vet-erinarian Sue Rancurello, direc-tor and a founder of Second Chance Rescue.

“Large drifts of bulbs are planted yearly by school children, exposing them to the wonders of gardening and our natural world. This is a gift to the com-munity by The Zorniger Family Fund of The Dayton Foundation, which sponsors a bulb-planting project at the park annually,” said Jay Woodhull, director of Cox Arboretum MetroPark.

I Aviation Trail, Inc. ($10,000) – Parachute Museum exhibits and videos.

Clothes That Work! ($25,000) – facility renovation and expansion.

Dayton Public Radio ($10,000) – new broadcast studio.

Dayton 32nd Degree Masonic Learning Center for Children ($8,400) – specialized library for dyslexic children.

Dayton Urban League ($7,500) – employment program transpor-tation for homeless individuals.

Diabetes Association of the Dayton Area ($7,500) – diabetes testing supplies for patients in need.

Greater Dayton Public Television ($20,000) – childhood asthma education program.

GreatSchools, Inc. ($10,000) – school evaluation services for parents.

The Human Race Theatre Com-pany ($12,000) – summer theatre camp program for youth.

Kids Voting Ohio ($9,000) – presidential election media project.

continued from page 3

2006Aviation Heritage. The Foundation helped preserve a piece of national history by facilitating NCR Corporation’s gift of Hawthorn Hill, the Wright Brothers’ 1914 home in Oakwood, to The Wright Family Foundation of The Dayton Foundation.

Page 4 | 2007-08 Report to the Community

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For Kettering residents Jane and Fred C. Setzer, Jr., giving is something you simply do. “It’s what being a part of a community means,” Jane Setzer said.

A native Daytonian, Fred Setzer evolved Setzer Corporation from his family’s business. In 2002 he and Jane established a Dayton Foundation charitable fund. He joined the Foundation’s Governing Board in 2001 and served as chair from 2006 to 2008.

A Passion for Strengthening Community 2008-09 “I Believe!” Partners of The Dayton Foundation

Jane and Fred C. Setzer, Jr.

Q&Acontinued

“We want to encourage students to dare to dream – to truly open themselves up to more than what they ever imagined possible for their futures. Our Dayton Foundation Charitable Checking Account

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and endowment fund have helped make it possible for us to support students in doing this.”– Kettering residents Jack and Carol Adam

“I’ve traveled the world and seen how natural resources have been abused and neglected. My Dayton Foun-dation endowment fund will help me to support organizations that will protect and improve the Miami Valley’s environment and wildlife habitats for future generations.”– Centerville resident Tom Pearson

“Beauty, art inspire you. They are as important as food and can change lives. Our Dayton Foundation charitable funds make it so satisfying to give and support the arts and other community efforts. It feels good to enrich the community that enriches you.”– Dayton residents Burt and Alice Saidel

nesses in their quest to be better corporate citizens and to employ the resources of our minority citizens for their and ultimately our region’s benefit.

Q: The Dayton Foundation initiated a major effort with Dayton Public Schools and other partners in five Dayton neigh-borhoods to create true neigh-borhood elementary schools to enrich children and the places where they live. Why did the Foundation take this on?

A: Jones: The vast majority of children in the city of Dayton are educated in Dayton Public Schools. Our community needs to make sure that these schools are the best they can be if we are to give all our region’s children the opportunities that only a good education can provide.

New schools being built in these neighborhoods provide a venue for exciting things to happen. By drawing on teachers, parents, business and neighborhood lead-ers, as well as human services providers, we can educate and support our youth and build

strong, urban neighborhoods.

Q: Why does this matter if you don’t live in Dayton?

A: Parks: Naturally it matters because it’s the right thing to

do. But on another level, it matters because

economics and quality of life don’t stop at borders. We currently

have some 24,000 job openings in our region. If people and busi-nesses are to succeed here, we will need as many successful, young graduates as possible.

Where people live, work, recreate is regional. If we under-stand that the success of each area

“The Dayton region might look very different were it not for the Foundation and its nearly 3,000 donors and their charitable funds.” – Kettering resident Fred C. Setzer, Jr.

“Few people understand The Dayton Foundation’s central role in numerous community efforts, including education, The Job Center, the Schuster Center and RiverScape, to name a few,” he said. “The Dayton region might look very different were it not for the Foundation and its nearly 3,000 donors and their charitable funds.

“The Foundation has a unique perspective as a community problem-solver and an ability to bring organizations together to tackle complex regional issues. In many ways, it is the eye of the community. But, because of its modesty, few understand its impact on Greater Dayton. I truly believe that the stronger The Dayton Foundation grows, the stronger our community will be.”

Through volunteerism, Fred Setzer learned the power of participation and giving back. For Jane Setzer, it was part of her South Carolina upbringing by her church and her parents. They instilled in her the importance of neighbors taking care of one another.

Fred Setzer’s greatest satisfaction has been through his volunteering on community boards and campaigns and through philanthropy. His leadership helped to bring the YMCA of Greater Dayton back from near-bankruptcy to a strong organization helping children and families – and the Setzers’ charitable fund has given him another way to contribute.

“To see the faces of inner-city children, who through scholarships were able to go to camp for the first time and experience nature... that makes me happy. My greatest wish is to make this region better for everyone’s grandchildren. The Dayton Foundation helps us to do this.” n

Neighborhood School CentersSuffering from panic attacks and separation anxiety, seven-year-old Kalep clung to his mother every day, afraid to go to school. But at a week-long Salvation Army day camp through the Neighborhood School Centers Program at Kiser PreK-8 School, Kalep gained confidence – and learned to trust others. “Kalep’s so excited about school now – he even attends tutoring and after-school activities,” said his mother, Amy Melton. “We thought about moving, but we don’t want to leave this neighborhood or Kiser. The programs, and every-one here, have helped Kalep so much.”

The Mont-

gomery County school dropout rate has decreased from

25.6 percent in 2001 to 14.1 percent

in 2006.

of Greater Dayton is regionally based, we will see that all parts of the whole must succeed if each person’s neighborhood or town truly is to succeed.

Q. The Dayton Foundation committed major resources – $1 million – to support the Out-of-School-Youth Program. Why is this such a critically important effort?

A: Jones: Every year, student dropouts are lost to the school system and wind up in prison at alarming rates. This is a terrible waste of human beings and a waste of economic capital and lost productivity as well. Pioneering alternative education programs in our community are re-engaging these young people to become successful members of society.

The Foundation made a major investment in Sinclair Com-munity College’s Fast Forward Center to do exactly this. Thanks to the Center and its educational partners, as well as other school districts that have created their own programs, the Montgomery County school dropout rate has decreased from 25.6 percent in 2001 to 14.1 percent in 2006. Plus, in the last seven years, 2,033 students who had dropped out of school have since earned their high school degree or GED equiv-alent. This demonstrates impact and a real tribute to what these young people can accomplish when given the support they need.

President Michael M. Parks

The Dayton Foundation Aids Out-of-School YouthFrustrated, failing and without the one-on-one attention he desperately needed, Taylor Pepper dropped out of high school. Months later he found the Fast Forward Center, enrolled at Mound Street Academies and finally earned his high school diploma. Today he is a full-time Sinclair Community College stu-dent majoring in criminal justice. “Mound Street gave me hope,” Taylor said. “I learned how to learn, and how to accelerate my pace. They cared – and I got a second chance.”

We help you help others. | Page 5

donors through sometimes complex and challenging charitable transactions; supporting local nonprofit organizations with expertise and other assistance; aiding financial and estate advisors in helping their clients with their giving; and partnering with community leadership and other charitable organizations toward regional solutions with an unbiased perspective and a helping hand.

It is our belief that as long as commitment to solving our region’s most important issues stays strong, it is only a matter of time until our region turns around. We have pledged our support for this process. We will continue to help citizens and organizations to help others and forge a future in which we all can participate and take pride.

Charles A. Jones, Chair

Michael M. Parks, President

Over the past fiscal year:

Over 16,000 grants to charity totaling $41 million

$1.3 million in scholarships, helping 1,000 local students

$5.2 million from donor funds to houses of worship

An average of $27,000 granted each week from donor funds to benefit animals and the environment and $92,000 granted each week to improve health

In the last 10 years:

Over 139,000 grants totaling $365 million

$6.8 million in scholarships helping 5,500 students

Grant GuidelinesThe Dayton Foundation welcomes discretionary grant requests from organizations that benefit citizens in the Greater Dayton Region and that are recognized as tax exempt under Section 501(c)(3) of the Internal Revenue Code.

In order for the Foundation’s discretionary grants to truly benefit the community, special emphasis is placed on new efforts or expansions of existing proj-ects or initiatives. Projects must represent unique and unduplicated efforts that will affect a substantial number of people.

Qualified organizations interested in applying for a grant are asked to submit a Letter of Intent online at www.daytonfoundation.org/ltrintent.html. If, after the Foundation’s Grants Committee has deter-mined that the project falls within the Foundation’s funding guidelines, applicants will be sent a full grant application.

Additional grant application information is available on the Foundation’s web site at www.daytonfoundation.org, or by contacting Diane Timmons, vice president of Grants and Programs, at (937) 225-9966.

It’s a long way from Kurnool, India, to Dayton, but the Avvas made a journey 34 years ago that led Soma Avva, M.D., to establish his reconstructive/plastic surgery practice in this community.

In Harrison Twp. they have raised a family and established roots in their chosen country and community. Their strong sense of community commitment led them to be among the very early Charitable Checking Account

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donors of The Dayton Foundation and more recently, endowment fund donors to aid the Foundation in supporting health issues in the Dayton region.

The Dayton Foundation has helped them by making it “so easy for us to give,” Soma Avva said, from assisting United Way, the Samaritan Health Foundation and The Dayton Foundation’s community work, among others, to helping to build the Hindu Temple, the first Hindu temple in a three-state area.

Philanthropy is a natural part of the Indian culture, according to Veni Avva, who also grew up in Kurnool. “Soma’s father would bring people in and feed them, even when his resources were very meager,” she said. “My older brother also put poor children through grade school and college and used his retirement funds to build an old-age home,” Soma Avva added. “The Hindu religion says that the best way to serve God is to serve humankind.”

“My sister has struggled since childhood with the effects of polio. I’ve seen firsthand the adversity she has had to face. Through my Dayton Foundation fund, I can help other children meet the challenges of their disabilities.”– Bellbrook resident David Barth

“We have a responsibility to help others become successful, contributing members of society. The best way for us to do this is by being good stewards and role models for children, particularly through our church. Our Dayton Foundation funds help us to do this.”– Yellow Springs residents Orlando and Leanora Brown

“Social workers play an important role in our community and help so many people with social and economic hardships. Through my Dayton Foundation scholarship fund, I can help others pursue a career in social work.”– Trotwood resident Gladys Turner FinneyTo

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Changing Lives Through Philanthropy and Service 2008-09 “I Believe!” Partners of The Dayton Foundation

Dr. Soma and Veni Avva

Foundation Grantmaking Highlights

“The Hindu religion says that the best way to serve God is to serve humankind.” – Harrison Twp. resident Soma Avva, M.D.

Soma Avva has practiced this as much as possible, not only through his and his wife’s phi-lanthropy, but also as a volunteer surgeon. He has made six, volunteer mercy missions to date, to Honduras and southern India to do reconstructive surgery on children and adults with cleft lips and palates, burns and other deformities.

“It changes a life,” he said. “Children with these deformities are hidden away and ridiculed when they go out. Many underprivileged in developing countries have no access to care as they would in this country. You can see the happiness in the children’s and parents’ eyes when the surgery is done – they tell you from their heart. I hope to do more of these missions, now that I’m retired. It is a small thing I can do.” n

Message continued

of redefining Greater Dayton’s future. As a trusted organization whose only interest is the good of our region as a whole, the Foun-dation is in a unique position to help bring public, private and nonprofit organizations together to tackle tough community issues. We have done so in the past, and will continue to do so, as long as we are needed and asked to play this role.

More Than Dollars

The community resources represented by The Dayton Foundation are more than dollars and the number of charitable funds we hold – nearly 3,000. They are the level of commitment demonstrated by nearly 3,000 people from all across our region,

from nearly every walk of life and representing

a broad spectrum of charitable interests. Our donors are school teachers and former factory

workers, small business owners

and individuals known throughout our region. It is the beauty of a community foundation to have donors whose profile represents the diversity of our community – it’s what strengthens and guides us. The Foundation’s community resources include a Governing Board that historically has been second to none in experience and caring for Greater Dayton. They also include a highly skilled and dedicated staff, capable of assisting

* At the time of publication of this report, audited dollar figures were not available. You may view the audited numbers on The Dayton Foundation’s web site at www. daytonfoundation.org/0708 highlights.html after November 19, 2008. More extensive annual report information, including descriptions of Foundation endowed funds, also will be available at this web address.

It is the

beauty of a com-munity foundation

to have donors whose profile represents the

diversity of our community.

Charles A. Jones and Michael M. Parks

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Sharing One’s Blessings with Others 2008-09 “I Believe!” Partners of The Dayton Foundation

Karen and Kevin Crotty Blessed with a loving and supportive family, Springboro residents Karen S. and Kevin M. Crotty see their charitable giving as a family affair.

“Sharing with our adult children our love of giving, particularly to organizations that help families in need, is very meaningful,” Karen Crotty said. “Strengthening families – it’s what we’re most passionate about.”

Catholic Social Services of the Miami Valley is one such organization

entral to the steward-ship of The Dayton Foundation and its charitable activities is

a volunteer Governing Board of up to 15 volunteers. These experi-enced civic leaders are appointed to five-year terms by the senior judge of the U.S. District Court for Southwest Ohio, the probate judge of Montgomery County, the mayor of the City of Dayton, the chief executive officers of the Foundation’s trustee financial institutions (two appointments) and fellow members of the Gov-erning Board (up to 10 appoint-ments). The Governing Board also serves as the Board of Trustees for a number of related organizations within the Foundation.

Members of the Governing Board and other profession-als volunteer on one of several Foundation standing Board com-mittees that guide programmatic and philanthropic activities in the community. For a complete listing of these committees and their members, visit www.dayton foundation.org/govboard.html. In addition, hundreds of community volunteers serve on dozens of fund grantmaking committees. Together, they provide the citizen involvement that characterizes a true community foundation.

Governing Board of The Dayton Foundation (As of June 30, 2008)

“To make a difference, we need to be more than ‘Band-Aid’ donors. We want to be involved in the programs we support. Through our Dayton Foundation fund, we feel that we can work with our community to realize its goals and be a part of its future.”– Kettering residents Frank and Becky Levinson

“We believe the Foundation knows best what the com-munity’s needs are, today and tomorrow. Our unrestricted fund gives The Dayton Foundation the liberty to meet those needs. It helps us to say ‘thank you’ to Dayton for all it has given to us, and it represents our promise for its future.” – Former Dayton-area residents Adam Lutynski and Joyce Bowden

To learn more about The Dayton Foundation, visit us at www.daytonfoundation.org, or call (937) 222-0410 or (877) 222-0410 (toll free). Our receptionist, Regina Dixon, will be happy to direct your call. Or visit our online staff directory at www.daytonfoundation.org/whohelps.html.

Meeting All Standards for U.S. Community Foundations.

Charles A. Jones, re-tired chief operating officer/assistant city manager, City of Dayton, chair

Thomas G. Breitenbach, CEO, Premier Health Partners

Franz J. Hoge, retired managing partner, Dayton Office of Price-waterhouseCoopers LLP

Ellen S. Ireland, community leader

Helen E. Jones-Kelley, director, Ohio Depart-ment of Job & Family Services

Jamie King, president and CEO, Crowe Man-ufacturing Services, Inc.

Gary L. LeRoy, medical director, East Dayton Health Center

Judy D. McCormick, community leader

Vicki D. Pegg, retired Montgomery County Commissioner

Douglas C. Scholz, president, Unibilt Industries

Richard W. Schwartz, president and CEO, WinWholesale, Inc.

Fred C. Setzer, Jr., chairman, Setzer Corporation

Jerome F. Tatar, retired chairman, MeadWest-vaco Corporation

Fred E. Weber, presi-dent and chairman, Weber Jewelers, Inc.

Emeritus Board Members Charles Abramovitz Charles S. Brown Thomas J. Danis Richard F. Glennon, Sr. Douglas L. Hawthorne Paula J. MacIlwaine John E. Moore, Sr.

Robert S. Neff Caryl D. Philips Burnell R. Roberts Estus Smith Frederick C. Smith Betsy B. Whitney

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“It’s important to keep the community moving forward....This means helping our neighbors in need.” – Springboro resident Kevin Crotty

that has benefited from the Crotty’s generosity. Kevin Crotty, a longtime trustee, admires the organization’s work to aid individuals locally and worldwide through adoption programs, refugee assistance and food pantries.

“People are struggling to survive, including many in our own back-yard,” Kevin Crotty said. “Catholic Social Services helps give them a fresh start in life. I’m glad to help them in their mission.”

Born and raised in the Greater Dayton Region, Kevin believes Dayton is a good place, with hard-working, generous people.

“It’s important to keep the community moving forward, especially now as Dayton works to find a new identity,” he said. “This means helping our neighbors in need. Our Dayton Foundation funds help us to do this.”

Karen agrees. “Giving back is a way of recognizing our good fortune and sharing it with the community that helped us along the way,” she said. “What better place to give than in our own community.” n

We help you help others. | Page 7

StaffA staff directory for The Dayton Foundation is available online at www.daytonfoundation.org/whohelps.html.

Area Community Foundations Affiliated with The Dayton Foundation

Centerville-Washington Foundation

Community Foundation for Kettering

Community Foundation of Miami Township

Huber Heights Community Foundation

Vandalia-Butler Foundation

We are a local organi-zation with deep roots in the community.

Since 1921 The Dayton Foundation has been helping the Greater Dayton Region help others by being an effective steward of community charitable resources. Representatives of diverse local leadership appoint the Founda-tion’s volunteer Governing Board, which oversees all facets of the Foundation’s operations.

Our professional staff has broad expertise regarding

charitable-giving vehicles, as well as community issues and needs.

We employ a staff of experts, including an attorney, three CFRE-certified fundraising executives and a CPA to help you and your professional advisors focus your giving and make it more effective. We also have grantmaking profes-sionals and two former CEOs of local not-for-profit organizations to offer their knowledge of com-munity issues, opportunities and resources.

We provide highly personalized ser-vice, tailored to each

individual’s charitable and financial interests.

Whether you want to give now or in the future, locally or nationwide, we can customize a charitable-giving plan to make your philanthropic and financial goals a reality. We will meet with you and your professional advi-sors to discuss your charitable- giving needs and how we can best fulfill them.

Our charitable funds help you invest in the causes you

care about most. We offer an array of endowed

fund options that allows your fund to be positioned for growth over time and to provide lasting support for the charitable causes most meaningful to you. You can select the degree of involvement and recognition (or anonymity) you desire in awarding grants to charity. The Foundation’s free Charitable Checking Account Service

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also provides a great way to handle your regular charitable gifts, such as to your place of wor-ship or other favorite charity, and enables you to open and fund your account and do your giving online.

We accept a wide variety of assets and can facilitate

even the most complex forms of giving.

You can gift cash, appreciated stock, real estate or other assets and receive maximum charitable and tax benefits. You also can plan future gifts through bequests, lead trusts, life insurance policies and other arrangements. Tools, such as a charitable gift annuity or chari-table remainder trust, can provide an income stream for you and/or a loved one, while generating an immediate tax deduction and creating a charitable legacy with the remainder interest.

We partner with professional advi-sors to create highly

effective approaches to charitable giving.

Every day, local professionals provide invaluable tax-, financial- and estate-planning advice to clients who are charitably inclined. A significant percentage of donors is introduced to the Foundation through their trusted advisors. We work with donors and their advi-sors to develop the best and most tax-wise, customized and effective charitable-giving plans.

We offer maximum tax advantages under state and federal law.

Gifts of cash to The Dayton Foundation are deductible up to 50 percent of your adjusted gross income (AGI); gifts of appreciated, long-term capital gains property are deductible at fair-market value, up to 30 percent of AGI. We also can offer solutions to help reduce estate-tax liability.

We multiply the impact of gift dollars by pooling them with

other gifts and grants. Combining unrestricted con-

tributions provides a source of funding to help the Foundation respond to current and future community needs through the Foundation’s discretionary grant-making process and leadership initiatives. Coupled with grants from nearly 3,000 donors’ funds, they produce a collective force for community good.

We build permanent endowment funds that benefit the

community forever and help create personal legacies.

Each year we assist thousands of donors and award tens of mil-lions of grant dollars to charitable organizations for worthy causes. We take pride in the role we play in carrying out the dreams of our donors and in keeping our com-munity strong.

We are a com-munity leader, convening

agencies and coordinating resources to create positive change.

The Dayton Foundation brings together community leaders and nonprofit organizations to identify emerging problems and opportunities in our region, as well as to find new ways to work together to meet challenges. Our leadership initiatives address large-scale community issues, may involve major, long-term grant commitments and foster partner-ships between interested parties, funders and local service providers. By combining the knowledge and resources of multiple organiza-tions, these partnerships have the opportunity to create a greater impact on our community than any one organization could accomplish alone.

For more information about how The Dayton Foundation can help you fulfill your charitable goals, visit the Foundation’s web site – www.daytonfoundation.org – or call (937) 222-0410 or toll free at (877) 222-0410 and ask to speak to a member of our Development department.

Ten Reasons Why People Choose To Give Through The Dayton Foundation

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After graduating from college in 1950, Centerville resident Diane Staub wanted to try something different.

“At that time, women felt pressured into staying home and raising a family,” she said. “Thanks to various cherished teachers, I developed a love of writing, which led me to an interesting and satisfying career in journalism. I worked first for the Dayton Daily News and later in Illinois with the National Council of Teachers in English.”

Everyone Can Be a Philanthropist

Diane Staub

“I’m not what others would call a donor with a capital ‘D’.... That’s why I like The Dayton Foundation. They are not just for the elite.” – Centerville resident Diane Staub

Now retired, Diane Staub is enjoying her favorite hobbies, which include a passion for the arts – and for supporting them. She credits her elementary school music teacher for instilling in her a love of music at an early age.

Diane, a former choral singer for the Dayton Philharmonic Orchestra and two orchestras in Illinois, as well as a longtime Dayton Contemporary Dance Company volunteer, believes that the arts make life “exciting and provide relief from daily stress. We’re fortunate to have so many outstanding arts organiza-tions in Dayton. They desperately need our help. Supporting the arts through my Dayton Foundation Charitable Checking Account

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just makes sense. “I’m not what others would call a donor with a capital ‘D’ – people like

Virginia Kettering, for example,” Diane continued. “That’s why I like The Dayton Foundation. They are not just for the elite. They can help anyone who wants to help their community. Giving makes me feel good. Unless you give back to your community, you’re really not part of your community. You’re just hanging around.” n

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The Regional Community Foundation

500 Kettering TowerDayton, Ohio 45423Phone (937) 222-0410Fax (937) 222-0636 Web site www.daytonfoundation.org E-mail [email protected]

Page 8 | 2007-08 Report to the Community

Editorial Content: Carol Siyahi Hicks, Christine Smith, Gina Sandoval

Design: Bridge Communications

Donor Feature Photography: Bob Bingenheimer

Printing: Progressive Printers Inc.