Philanthropic and
charitable planning
Strategic philanthropy connects personal values with lasting financial impact.
Cleros integrates charitable giving into broader wealth strategies, helping individuals and families structure contributions, manage philanthropic assets, and support the causes and institutions that matter to them.
Define the causes that matter
Develop a giving strategy
- Private foundation
- Charitable trust
- Donor-Advised fund
Make a meaningful impact
What we deliver
Charitable giving strategies
We evaluate philanthropic objectives, available assets, contribution timing, and future financial commitments to help structure giving within a broader wealth plan.
Tax-aware charitable planning
We work alongside tax professionals to evaluate contributions of cash, appreciated securities, and other assets, considering deductions, capital gains, and the timing of charitable gifts.
Donor-advised funds and charitable trusts
We help evaluate giving vehicles based on your desired level of involvement, distribution flexibility, tax considerations, and long-term philanthropic intentions.
Philanthropic investment management
Charitable assets often need to support current distributions and future commitments. We develop investment strategies that account for spending policies, liquidity requirements, risk, and the intended duration of charitable capital.
Family and multigenerational giving
We help families establish shared philanthropic priorities, involve younger generations in charitable decisions, and develop frameworks for managing giving across generations.
Estate and legacy coordination
We coordinate with estate-planning professionals to evaluate charitable bequests, beneficiary designations, trusts, and other arrangements that extend philanthropic intentions beyond your lifetime.
FAQs about philanthropic and charitable planning
We evaluate charitable priorities alongside your assets, income, liquidity needs, and long-term financial commitments. This helps establish an approach to giving that reflects both your philanthropic objectives and broader wealth strategy.
Contributing appreciated securities may provide tax advantages compared with donating cash, depending on your circumstances. We work with your tax advisers to evaluate asset selection, contribution timing, and potential tax implications.
Donor-advised funds generally provide a flexible giving structure with relatively limited administrative responsibilities. Private foundations offer greater direct control but involve additional governance, reporting, and compliance requirements. We help evaluate which structure better reflects your objectives.
Certain charitable strategies may be more effective when considered before a transaction becomes binding. We coordinate with tax, legal, and transaction professionals to evaluate the timing and structure of potential contributions.
We help families establish giving priorities, define decision-making responsibilities, and create opportunities for younger generations to participate in philanthropic activities. These arrangements can evolve as family circumstances and charitable interests change.
Yes. Charitable bequests, beneficiary designations, and certain trust structures can support philanthropic intentions while addressing estate and wealth-transfer objectives. We work alongside estate-planning professionals to evaluate the available options.
Investment decisions should reflect anticipated distributions, liquidity needs, risk tolerance, and the intended duration of the charitable assets. We develop portfolios designed to support current commitments while accounting for future giving objectives.
Cleros Wealth Partners works with a limited number of clients.
We are thoughtful about the clients we serve, seeking relationships where our approach can support their needs today and well into the future.
Clients looking for a highly personal advisory relationship are invited to write to us directly.
