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Professional advisors are our valued partners in providing powerful, charitable giving platforms for clients. With expertise in fund management, grantmaking, and planned giving, The Miami Foundation works closely with you to create customized, philanthropic solutions that help your clients maximize their financial and giving goals.

 

For more information about services for professional advisors, please contact Melissa Szaja, Philanthropy Director.

 

Click here to sign up for our quarterly electronic Professional Advisor Newsletter.

 

Learn more about our Professional Advisors Committee.

How we work with you

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.

Assets We Accept

At the Foundation, we accept assets in the following forms:

  • Cash (cash equivalents, including credit card donations)
  • Publicly traded securities & mutual fund shares
  • Closely held stock
  • IRAs, retirement accounts
  • Real estate
  • Privately held interests (C-Corp and S-Corp stock, limited partnerships or LLCs)
  • Tangible personal property (i.e. art collections, yachts, etc.)
  • Life insurance policies
  • Transfer of a private foundation
  • Miscellaneous or unique assets (i.e. patents, mineral rights, royalties, etc.)

 

To discuss other types of assets not listed here and view our gift acceptance policy, contact Melissa Szaja, Director of Philanthropy, and learn if The Miami Foundation can help.

Donor Advised Fund and Private Foundation Comparison

To compare tax advantages of a Donor Advised Fund to a Private Foundation, view this comparison chart of key differences.

Professional Advisor Network

Our Professional Advisor Network brings together like-minded individuals who understand the importance of philanthropy, have helped clients make charitable contributions and referred their clients to The Miami Foundation. Meet our dedicated Professional Advisors Network.

 

In addition, the Professional Advisors Committee plays an integral part in strategizing  and supporting our expansive network. Learn more about our Professional Advisors Committee.