Building the Future

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

Related Resources


Building the Future (English)


Building the Future (Spanish)


Building the Future (Portuguese)

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