Legacy Giving
A charitable bequest to The Miami Foundation through your will or revocable trust is a flexible way to create a long lasting legacy in our community. Your will or trust gives you peace of mind knowing your loved ones are taken care of, your assets are distributed accurately, and your gift reflects your values.
By including a bequest to a fund held at the Miami Foundation in your estate plan, you ensure you’re leaving a lasting impact reflective of you.
Benefits to Leaving a Lasting Legacy
- You retain control of your assets throughout your lifetime.
- You main flexibility with the ability to modify your bequest as your circumstances change.
- You can customize how to make your gift by specifying:
- The fund that will receive the funds
- Will it be endowed
- Will it be designated
- Will it be a field of interested
- A specific dollar amount,
- A particular asset (such as stock or real estate) or
- Name the Foundation as a remainder/residual beneficiary of your estate by leaving a percentage of whatever remains of your estate after all specific bequests are paid.
- Customize our legacy gift to fit your giving goals
- The fund that will receive the funds
Sample Bequest Language
Below is suggested language to use when working with your attorney to draft your bequest to the Miami Foundation.
Sample Language
“I give _________ (residue, percentage, or specific amount) to ____________ Fund (Name of Fund) at The Miami Foundation ., having it’s principal offices at 40 NW 3rd Street, Suite 305, Miami, Florida 333128 (Tax ID: )”
Are We in Your Estate Plan?
Please let us know so we can thank you for your generous gift.
Have questions about establishing a customized estate gift?
Contact Jessica Uzzell to discuss legacy gifting options.
The Miami Foundation Legacy Society
The Legacy Society is comprised of forward-thinking individuals who have left a gift to The Miami Foundation in their estate. Join our society of generous supporters who give through their wills, trusts or other type of planned gift.
- Anonymous
- Kathleen S. Abrams
- Encarnacion Arce
- Mae L. and Eugene M. Berezin
- Ana and Mitchell Bierman
- Jeanne B. Bills
- Rosalie and Stephen Blunden
- Jean Boulton
- Ray E. Breslin and Patrick J. Pecoraro, Jr.
- James and Ola Carter Memorial Fund
- Ali and Ray Casas
- Lamar Louise Curry
- Lila N. Dickerson
- Peter Dockter and Bonnie Bernstein Dockter
- Dave Doebler and Dara Schoenwald
- Lucia A. Dougherty
- Staci Ehrenkrantz
- Betty B. and Donald L. Elliott
- Virginia R. Estep
- Forrest J. Flammang
- Dorothy and Edward Frohlich
- Liebe and Seth Gadinsky
- Theresa Gilbourne
- Jeanette and Gerald Gioia
- Sandra P. Greenblatt, Esq.
- Rosalie C. Hallbauer
- Martin Hamburger
- Amy F. Hendel
- Marlon Hill Community Impact Fund
- Lawrence R. Hyer
- Bland and Kay Erik Jensen
- Ruth Blower Kassewitz
- Shirley A. Kaufmann
- Leila Lampert
- Ralph Lutrin y Alfred Allan Lewis
- Rena Thea Lobl
- Rosalind R. and Sidney Ludwig
- Dina K. and John M. Marks
- LuAnna and Donald W. Marx
- W. McIntyre Trust
- Philip D. Myers
- Marianne Napolitano
- William Nelson
- Crag Orer
- Angelina and Juan Perdomo
- Jorge M. Pérez Family Foundation
- Dr. Francine Peterman
- Beulah M.S. and Willie Rawls, Sr.
- Garth C. Reeves, Sr.
- Steven D. Robinson
- Jean T. Robinson
- Gloria and Tomas Roses
- Mary Jane Salmon
- David P. Samson
- Elizabeth Schwandt
- Rose and Sam Segal
- Sandra and Sylvan Seidenman
- Ruth Shack
- Eleanor Tyre Simpson
- Adeline and Joseph Snieg
- Javier Alberto Soto
- David Spitzberg
- Walter Steinhard
- Anthony Sumegi
- Ethel B. and W.R. Thompson
- Robert H. Traurig
- Teresa J. Verges and Carmen Garcia
- Mary Jean Waldberg
- Margaret and Richard B. Wallace
- Ethel and Thomas C. Wasmuth
- Betty and George White
- Billie S. Wills
- Ruth Young