Professional Advisors Council

The Coral Gables Community Foundation is the local resource to help professional advisors meet their clients’ charitable goals.

For more than 30 years, the Coral Gables Community Foundation has worked to improve the quality of life in Coral Gables by addressing community issues, promoting responsible philanthropy, and connecting donors to critical, local needs such as educational, cultural, and historic preservation. The Foundation enables people with philanthropic interests to easily and effectively support the causes they care about—immediately or through their estate plans.  The Community Foundation is poised to steward your client’s philanthropic interests to achieve your charitable objectives.

How We Work With Professional Advisors

  • Our team is available to work with you to create personalized giving strategies that reflect your client’s values, passions and goals.
  • Your client’s philanthropy is carried out through their own charitable Fund at the Community Foundation.
  • Count on the Community Foundation’s leadership, unique local knowledge and philanthropic expertise to help your client to create a philanthropic impact.

Our 2024 Professional Advisors Council

Professional advisors know their clients; the Coral Gables Community Foundation knows philanthropy. You have long-standing and valued relationships with your clients as their financial advisor. Through the Financial Partner Program, advisors maintain investment management of assets when a donor establishes a charitable fund with the Foundation. This program allows your clients to create a charitable fund, maximize their potential income tax deduction and benefit from our extensive foundation administration and grantmaking experience while keeping investment under your management.