Keep the Business
Just because your clients have a Fund at The Miami Foundation does not mean that you lose the relationship…or your book of business. Your clients are able to establish their own foundation at The Miami Foundation while keeping the assets under management with you.
Maintain asset management – you continue to earn your fee on your client’s charitable assets after the gift is made.
Increased value to your clients – surveys show that wealthy donors want their managers to discuss charitable giving with them and connect them with trusted and proven resources. And, more than 70 percent of wealth managers say they want more help with charitable planning. The Miami Foundation provides you with in-depth experience to benefit your clients and deepen your client relationships.
You’ll be in good company – working with the Foundation can bring you in contact with community leaders and other professional advisors interested in improving our community.
Customized client services – each client receives a quarterly check-up with you and the Foundation to evaluate investment performance, grant distributions, and progress on their giving plan. You can also schedule an annual exclusive client and/or prospect event such as a family philanthropy educational activity or site visit to a nonprofit.
Advisor services – at your request, the Foundation will provide customized training for your firm’s staff on community needs and issues and on tools to more fluidly incorporate charitable giving in their clients’.
We have an informative 10 slides in 10 minutes presentation we'd be happy to share with you and your team. To schedule, call 305.357.2711