For Donors | Creating Your Legacy
You have a vision for making a difference in the community; we offer a number of customized charitable funds focused on improving quality of life in Greater Miami.
We start with your vision and work hand-in-hand with you to create an effective, individualized giving platform that is personally fulfilling and impactful. Click here to manage your fund, or click here to start the conversation about opening a fund.
Are you a professional advisor?
Click here to learn more about how we can partner with you to provide solutions to your clients.
Why partner with us?
We join together with generous people like you to make a difference in our community through the power of collective philanthropy. Since 1967, The Miami Foundation has helped hundreds of individuals, families and businesses create personal, permanent and powerful legacies by establishing custom, charitable funds.
- Benefit from our team’s expertise in philanthropy, deep community knowledge and highly personalized service.
- Gain access to numerous charitable giving vehicles otherwise unavailable.
- Support high-caliber programs and organizations, vetted by our research.
- Optimize your investments, bolstered by our $500 million in assets.
- Make a bigger impact as all fees go straight back into the community.
- Join a community of civic leaders committed to identifying and investing in long-term solutions for important issues facing Greater Miami.
- Experience the joy of giving back, while we manage all of the details.
- Make a tangible impact on Greater Miami and create a lasting legacy.
Create Your Fund
There are a number of ways to create your personal giving vehicle, and our team can talk with you about the benefits of each Fund. Based on your needs, they will help you turn cash or stock, real estate, bequests or other assets into a powerful, charitable giving tool.
Click here to access our online Donor Advised Fund Agreement. To learn more about starting a Fund, please contact Jessica Uzzell, Director of Philanthropic Strategy.
Types of Funds
In addition to Donor Advised Funds, we offer a variety of ways to structure your giving, and optimize your financial and philanthropic goals. Roll over each Fund type below to learn more about the Funds we offer, or click here to view a comprehensive overview.
Donor Advised
Create a named fund to make grants to nonprofit organizations.
$5,000 minimum balance.
Designated
A fund created by a donor to benefit one or more nonprofit organizations during a specific time period or in perpetuity.
$5,000 minimum balance.
Organization Endowment or Reserve
A fund established by a nonprofit to build a sustainable source of income to support its mission.
$25,000 minimum balance for Organization Endowments. $5,000 minimum balance for Organization Reserve.
Field of Interest
Support an area of interest through the Foundation’s discretionary grant programs.
$25,000 minimum balance.
Fiscal Sponsorships
Incubate charitable projects using The Miami Foundation as your backbone.
$100,000 minimum balance.
Supporting Organization
A 501(c)(3) with its own board and bylaws, which qualifies as a public charity through its affiliation with the Foundation.
$3,000,000 minimum balance.
Scholarships
Create criteria and provide financial support to students.
$100,000 minimum balance.
Unrestricted
Establish a fund to be used by the Foundation to address Greater Miami’s emerging needs in perpetuity.
No minimum balance.
Estate Gifts
Make a planned gift through your estate; maximize tax advantages. Become a member of our Legacy Society.
No minimum balance.
How We Invest Your Funds
As stewards of the community’s funds, The Miami Foundation invests for the long term. Our portfolio is highly diversified and constructed to maximize return and minimize volatility. Investment Pools are designed to meet a range of philanthropic goals and time horizons.
Our Investment Committee, which is comprised of seasoned industry professionals, hires and reviews recommendations from a world-class investment advisory firm. Because your Fund is pooled with the more than $500 million in charitable assets under management, you have access to a greater number of charitable giving vehicles than otherwise available.
Giving Societies
We are grateful for our donors who partner with us to advance change. The Miami Foundation’s giving societies recognize the remarkable difference our generous donors make.
The Ruth and Richard Shack Society
Named in honor of two of Greater Miami’s most notable philanthropists dedicated to the community, The Ruth and Richard Shack Society recognizes Fundholders who have contributed $1 million or more to The Miami Foundation. Click here to see a full list of society members.
The Legacy Society
The Legacy Society recognizes forward-thinking individuals who have included The Miami Foundation in their estate plans. Click here to see a full list of society members.
Manage Your Fund
You can view Fund activity, submit a grant recommendation and more all at your convenience through our 24/7 donor web portal. Click here to log in.
To submit a grant recommendation manually, complete a Donor Advised Grant Recommendation Form and forward it to your fund representative.
To make a gift to your Fund via ACH/wire or securities transfer, please complete and return the following forms to your Fund Representative:
Contact philanthropy@miamifoundation.org to begin your philanthropic partnership with The Miami Foundation.