The Miami Foundation serves as a resource for attorneys, financial planners, CPAs and other professionals to simplify giving for clients, recommend strategies and ensure Funds have the greatest impact. We’re here to help.
- You maintain management of your client’s charitable assets and continue to earn a fee after; we handle the administrative details.
- You know your clients; we bring expertise in philanthropy and deep community knowledge.
- You seek effective giving channels; we create and sustain numerous customized, charitable investment vehicles. Click here to see an overview of the Foundation’s many types of Funds.
The Miami Foundation accepts a number of different types of assets, including stocks and securities, real estate, retirement assets and life insurance. Our online portal makes it convenient for you and your clients to set up a Fund, make grants and monitor Fund and giving activity.
Our team offers customized training and presentations by experts on the community’s needs, important issues facing Greater Miami, charitable gift planning and other topics. To request training for your firm, please call 305.357.2711.