Dear Advisor Community,
As a wealth advisor, you play a vital role in the philanthropic health of our community. Across every issue area, from education to the arts, we see your collective impact in steering generosity to the causes that matter most. Every time you support a client to leave a legacy or grow their philanthropic impact, our community benefits tremendously. I hope you know how much we value and treasure you, and how proud we are to partner with you for good.
We’ve seen rising generosity across our community through record-breaking contributions of $100 million for the second year in a row, cross-sector giving of $32 million on Give Miami Day, and increased engagement on issues that matter toward our Collective Impact initiatives. Many of you have stayed close to us as we tackle key issues like internet access and climate resilience, and we look forward to deepening that bond in the coming years.
One recent effort at our Foundation that may be of interest to you is Miami Open for Business. This $20 million program, fueled by Wells Fargo, has allowed us to invest in asset ownership for minority-led small businesses and nonprofits, including larger investments for collaborative real estate purchases, and smaller investments for equipment and technology. You can read about our first round of real estate awardees on our website and the next round will open later this month.
As you support your philanthropic clients, The Miami Foundation team is available to be a resource and a sounding board to share trends and insights and to support your efforts. We are happy to help you create a charitable solution for your clients that meets their overall giving goals.
We look forward to working with you and amplifying the philanthropic footprint in our community.
Rebecca Fishman Lipsey
President and CEO