Attorneys with sophisticated clients, like Martin Kalb, often recommend The Miami Foundation as a solution for their clients’charitable needs.
“My clients are philanthropic. As busy and successful people, they prefer to focus on what they want to achieve with their charitable gifts,” notes Kalb, shareholder at Greenberg Traurig. “The Miami Foundation does all the research and administration, freeing my clients of that burden.”
It’s for this reason and more that attorneys, wealth managers, accountants and financial planners across Miami-Dade find it easy to suggest that their clients open their foundation at The Miami Foundation.
“Our team of philanthropic experts develop a custom, charitable solution based on each client’s goals and needs. We have the ability to accept complicated assets, offer more favorable tax deductions and, with contributions of a certain size, allow a donor to choose their own investment manager,” offers Javier Alberto Soto, President and CEO of The Miami Foundation.
“I appreciate the flexibility, professional staff and outstanding customer service offered to me and my clients by the Foundation,” continues Kalb. “It’s extraordinary to know that they are handling the compliance and accountability, my clients get to have the joy of philanthropy.”