Making wealth matter.
We believe financial progress can create room to care for others. KLD Cares is our commitment to give from our business and turn meaningful introductions into support for causes we value.
Giving is part of how we do business.
We pledge 10% of KLD Wealth Management’s annual profits to charitable giving. It is a commitment from our firm, guided by the belief that success should reach beyond our own walls.
Our giving supports organizations working in our region and around the world. We invite you to learn about their work and the causes that matter to you.
As we help clients make thoughtful financial decisions, we also commit a portion of our annual firm profits to organizations doing meaningful work. Your financial plan stays focused on your goals and values.
Three organizations we support
Each addresses a different need. Together, they reflect our commitment to care close to home and wherever help is needed.
Dayton Children’s Hospital
Specialized pediatric care for children and families in the Dayton area.
Learn about Dayton Children’s (opens in a new tab)
World Central Kitchen
Fresh meals for communities facing humanitarian and climate crises.
Learn about WCK (opens in a new tab)
Equal Justice Initiative
Challenging mass incarceration and racial injustice while protecting basic human rights.
Learn about EJI (opens in a new tab)Logos identify organizations KLD supports. Their appearance does not imply that they endorse KLD Wealth Management.
An introduction can do more.
When someone you introduce becomes a KLD client, we donate $100 to one of the three organizations above. Each successful referral creates another opportunity to give.
Make an introduction
With the person’s permission, connect us by email or invite them to schedule an initial conversation.
We get to know them
We listen to their questions and goals, explain how we work, and see whether working together makes sense.
We make a donation
If your referral becomes a client, KLD gives $100 to Dayton Children’s Hospital, World Central Kitchen, or Equal Justice Initiative.
Questions about KLD Cares
How does the 10% pledge work?
KLD pledges 10% of its annual firm profits to charitable giving. It is a firm commitment based on profits, separate from any individual client’s investment returns or account.
When does a referral lead to a donation?
When a person you introduced becomes a KLD client, we donate $100 to one of the three organizations featured on this page. An introduction or initial meeting alone does not trigger the donation.
Do my charitable interests have to match KLD’s?
No. Your financial decisions should reflect your own priorities. If charitable giving is one of your goals, we can include that conversation in your planning.
Plan for what matters. Give with intention.
We would welcome a conversation about your financial goals, the people you care about, and how KLD works.