Broker Check

Philanthropic Planning

Stratos Wealth Partners has the integrity and character that a non-profit or charitable organization would want to align with, focusing on performance and maximizing funds.

Charitable planning is a key part of financial planning.

The majority of high net worth consumers are interested in discussing philanthropy with their financial advisor. By talking with you (our client) about your particular charitable giving, we can help support the causes that are important to you, in ways that can impact your financial situation and your favorite charities. When you want to give back, our philanthropic advisors can help you structure your gifts to have a meaningful impact on the organizations you care about.

A donor-advised fund (DAF) may simplify your giving while making it more effective, providing a great solution to your charitable planning.

Helping board members and trustees create legacies for their organizations

At Stratos Wealth Partners, we celebrate the effort, service, and dedication you bring to your nonprofit organization. As a fiduciary financial advisor for institutions throughout the United States, we are here to make your life easier and your role even more rewarding.

Stratos Wealth Partners offers the prudent, objective financial guidance you need to advance your organization’s missions and goals.

Board members and trustees play an integral role within your organization. We support you by offering education and guidance beyond our core financial services. We want you to feel confident that your board is doing the right thing for your organization, and the people it serves.

*While donor advised funds have many advantages, some disadvantages to be aware of include but are not limited to possible account minimums, strict limits on grant allocations, management fees and the potential that future tax laws may change at any time that may impact the tax treatment and benefits of donor advised funds.

Some key benefits of the giving fund:

  • Time your tax deductions
  • Grow your charitable giving tax free
  • Offset a high-income year
  • Reduce capital gains by contributing appreciated securities to the Giving Fund
  • Remove administrative burdens of processing securities transactions for your clients and the charities they want their Giving Fund to support
  • Cost-effective, easy-to-establish alternative to a private foundation, with a higher deduction limit

We have extensive experience serving:

  •  Community foundations
  • Continuing care facilities
  • Private schools
  • Cultural institutions

*This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.