Advising Latin American Philanthropy From Miami
Miami is a hub for philanthropic giving by high-net worth international residents to charities around Latin America. However, despite a will to build long lasting impact through philanthropy, there are multiple barriers to effective cross-border giving. Wealth Advisors can play a significant role in breaking down these barriers for individuals looking to navigate the complex environment of cross-border giving, but based on our survey of STEP Miami members and interviews with key advisors and charities in Latin America, they are unprepared to do so.
Published in partnership with STEP Miami, CAF America is excited to release our new report Building the Future: Advising Latin American Philanthropy from Miami. With a goal to inspire strategic, tax-effective cross-border giving from donors with US tax exposure, the report shares insight into how Miami based wealth advisors can better serve their clients who wish to make philanthropic contributions in Latin America.
“CAF America is proud to partner with STEP Miami to help wealth advisors and their clients ensure a long lasting philanthropic impact by understanding the mechanisms for international giving while ensuring regulatory compliance, mitigating risks, and protecting the reputations of all involved.”
- Ted Hart, ACFRE, CDE®, CAP®, President & CEO of CAF America and CAF Canada
Read the report
CAF America is a 501(c)(3) public charity and intermediary for international and domestic donor-advised grantmaking. In the past 5 years we have issued more than $2 billion in donor advised grants to thousands of charities in 120 countries. In addition to these grantmaking activities, we offer a full range of services for all types of philanthropic activities.
To learn more about CAF America’s bespoke services, contact us at firstname.lastname@example.org or call our office at +1 202 793 2232.
STEP is the global professional association for practitioners who specialize in family inheritance and succession planning. We work to improve public understanding of the issues families face in this area and promote education and high professional standards among our members.
To learn more about STEP, visit www.step.org.