As a lead sponsor, CAF America is pleased to welcome you to the 11th Annual STEP Miami Summit!
For 30 years, CAF America has assisted donors seeking to support charitable organizations around the world by providing the infrastructure necessary for cross-border giving and maintaining a worldwide network of fully vetted charity partners.
CAF America serves as back-office resource for tax and wealth management professionals with clients engaged in philanthropic giving. As a Donor Advised Fund sponsor, CAF America offers giving solutions that can integrate into any planned giving strategy.
Our expertise in donor advised cross-border giving enables you to expand your suite of services and address the specific needs of your clients.
Just Released - Building the Future: Advising Latin American Philanthropy From Miami
We are excited to announce the publishing of our new report Building the Future: Advising Latin American Philanthropy From Miami, published by CAF America in partnership with STEP Miami. With a goal to inspire strategic, tax-effective giving from donors with US tax exposure to charities outside of the United States, the report shares insight into how Miami based wealth advisors can better serve their clients who wish to make philanthropic contributions in Latin America.
We suggest all Wealth Advisors, Philanthropists, and anyone interested in the cross-border giving environment from the US to Latin American charities read the new Building the Future report.
How can we help you?
Flexible Giving: Domestic and International
Help your clients take their philanthropy global. Donor Advised Funds (DAFs) at CAF America are flexible and enable your clients to support both domestic and international causes using a single fund..
Enhance your Practice
CAF America serves as a back office resource for tax and wealth management professionals with clients engaged in philanthropic giving. As a Donor Advised Fund sponsor, CAF America offers giving solutions that can integrate into any planned giving strategy. Our expertise enables you to expand your suite of services and address the specific needs of your clients.
Regulatory Compliance and Giving Solutions
We assume all risks involved in cross-border grantmaking and take every measure to ensure regulatory compliance while protecting you and your clients’ reputation. These services are built into our grantmaking protocols, allowing for efficient and secure giving across the globe.
Complex Asset Donations
Giving non-cash assets can be a powerful component of any planned giving strategy and can increase the impact of your clients’ philanthropy. Your clients can support any domestic or international charity by donating assets to a CAF America Donor Advised Fund.
CAF America assists donors seeking to leave an enduring charitable legacy by making donor-advised grants to programs funded by their will or estate. Depending on the estate size and the donor’s philanthropic vision, a legacy plan can be simple or complex, short-term or long-term, and a Legacy DAF can provide multi-generational opportunities for a donor’s philanthropic legacy both at home and abroad.
At a Glance: CAF America Services