Professional Advisors

John S. and James L. Knight Foundation President and CEO, Alberto Ibarguen and Foundation President Ruth Shack.
- Professional Advisors Network Event

Dade Community Foundation welcomes professionals from the legal, accounting and planned giving communities.

For those new to the Dade Community Foundation, we are a philanthropic resource that provides donors with a place to establish a charitable gift fund, and the experience of more than three decades of grantmaking, to help donors make effective, educated decisions about their philanthropy.

Dade Community Foundation wants to assist you in helping your philanthropic clients. The Foundation makes it easy to set up a charitable gift fund, facilitating your clients desire to leave a legacy and support favorite charitable causes. For your client, there are immediate tax advantages associated with Dade Community Foundation. Professional Advisors are encouraged to contact the Foundation's Development Department for additional information on How to Create a Charitable Fund and The Benefits of Creating a Charitable Fund at Dade Community Foundation. Professional Advisors wishing to learn more about any one of the basic types of funds, can contact the friendly staff. They are willing and able to help.

Professional Notes

(from left to right) Board Vice Chair Jorge Luis Lopez, Esq. with Former Board Chairs Teresa V-F Weintraub, Esq. and
Henry H. Raattama, Esq.

Professional Notes is a service (informational brochure) provided by Dade Community Foundation to professional advisors, addressing a range of philanthropic issues from a legal and technical point of view. The material in Professional Notes can serve as a useful tool to the professional when advising philanthropic clients. The information in Professional Notes was originally developed for use of professionals by the New York Community Trust, one of the nations' largest community foundation.

Professional Notes Issues:

1. November 2006 'Community Foundations Are Your Best Allies'
2. June 2006 'Estate Planning for Married Couples
3. December 2005 Legislative Reform: Chapter II
4. July '2005 'Legislative Proposals to Reform Charities: Chapter 1'
5. December 2004 'Estate Planning Using Retirement Assets and Other Income in Respect of a Decedent'
6. December 2003 'A Less Taxing Way to Give'
7. September 2003 'Endowments and the Prudent Investor Requirements'
8. April 2003: 'Grants by Dade Community Foundation to Foreign Organizations'
   
9. September 2002: 'Grants by Dade Community Foundation to Individuals'
   
10. June 2002 : 'Grants by Private Foundations to Individuals and Foreign Organizations'
    
    

Past Issues: Contact the Foundation for a printed version of these issues of Professional Notes

1. July 2001: 'Planning for Retirement Plan Assets and Other Income in Respect of a Decedent'
   
2. January 2001: 'Charitable Gifts Using Life Insurance'
   
3. December 2000: Charitable Gifts Using Restricted or Closely Held Stock
   
4. August 2000: Charitable Gifts Using Publicly Traded Securities
   
5. April 2000: How a Private Foundation can Use the Grantmaking Expertise of a Community Foundation.
   
6. January 2000: Transferring a Private Foundation to a Community Foundation
   
7. October 1999: A Private Foundation or a Fund in a Community Foundation: Weighing the Options
   
8. June 1999: Charitable Lead Trusts
   
9. March 1999: Reforming a Defective Charitable Remainder Trust
   
10. December 1998: Charitable Remainder Trusts

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View our Professional Notes

•  Impact of the Pension Protection Act on  Donor-Advised Funds
•  June 2007 The Pension Protection Act of 2006: Implications for Charitable Giving
•  November 2006 Community Foundations Are Your Best Allies
•  June 2006 Estate Planning for Married Couples
•  December 2005 Legislative Reform: Chapter II
•  July 2005 Legislative Proposals to Reform Charities: Chapter I
•  December 2004  'Estate Planning Using Retirement Assets and Other Income in Respect of a Decedent'
•   July 2004 'Use of Qualified Disclaimers in Estate Planning'
•   December 2003 'A Less Taxing Way to Give'
•   September 2003 'Endowments and the Prudent Investor Requirements' 
•  September 2002 'Grants by Dade Community Foundation to Individuals' 
•  June 2002 'Grants by Private Foundations to Individuals and Foreign Organizations' 
•  July 2001 'Planning Retirement Plan Assets and Other Income in Respect of a Decedent'
•  January 2001 'Charitable Gifts Using Life Insurance' 
•  April 2000  'How a Private Foundation Can Use the Grantmaking Expertise of a Community Foundation'  
•  January 2000 'Transferring a Private Foundation to Dade Community Foundation'
•  October 1999 'Private Foundation or a Fund in a Community Foundation: Weighing the Options' 
  

 Foundation Vice Chair Jorge Luis Lopez, Esq.

Board Member Raul L. Rodriguez, AIA, and Former Board Member Arva Moore Parks McCabe