Financial Advisors

Personalized Giving Programs from KBCF Advisors

Giving is about choosing the best options for your passion and your situation. The Key Biscayne Community Foundation has the professional advisors to help aid in those choices. KBCF provides professional advisors with the information they need to serve you, their clients, better.

Our professional advisors include accountants, attorneys, bank trust officers, financial advisors, and investment managers. By focusing on a giving program through the Foundation, our advisors can help you achieve growth, navigate tax issues, and maintain governance.

Reaching Your Philanthropic Objectives

Helping you reach your philanthropic objectives is an important service that the Key Biscayne Community Foundation’s financial advisors provide to you. Whether you are engaged in retirement, estate, or tax planning, our advisors will help guide you to succeed.

Working with KBCF offers you real tax advantages, as well as the chance to make the greatest charitable impact. You supplie the passion and ideas, while we supply the expertise and infrastructure to reach your goals.

Investment Plans to Meet Your Needs

The Key Biscayne Community Foundation’s Investment Committee provides oversight, guidance, and direction regarding the investment of the Foundation’s assets. The Investment Committee is committed to these principles:

  • Protecting the corpus of the Foundation.
  • Preserving the spending power of the income from the fund.
  • Maintaining a diversified portfolio of assets in order to meet investment return objectives while keeping the level of risk commensurate with that of the median fund in a representative foundation and endowment universe.
  • Complying with applicable law.

The Key Biscayne Community Foundation Investment Committee is composed of leading financial advisors and successful business leaders. The KBCF Investment Committee recognizes that no single investment plan can meet the needs of every fund.

That’s why we offer a variety of investment options, designed for different levels of risk tolerance and investment time horizons, so that each donor can meet their unique philanthropic objectives.

The Key Biscayne Community Foundation recognizes that no single investment plan can meet the needs of every fund. That’s why we offer a variety of investment options, designed for different levels of risk tolerance and investment time horizons, so that each donor can meet their unique philanthropic objectives.

OPEN YOUR FUND WITH THE KEY BISCAYNE COMMUNITY FOUNDATION TODAY AND GET STARTED MAKING A LASTING IMPACT TO WHAT MATTERS MOST TO YOU.

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