Our clients tend to be socially conscious and charitably inclined; we can work with you on a variety of tax-advantaged gifting structures to amplify the impact of your donations. Our investment approach is particularly well suited to tax-efficient charitable giving. Many of our clients have been able to diversify their portfolios by donating highly appreciated securities to donor advised funds or directly to charities. We also can assist clients with qualified charitable distributions from their retirement accounts.
For some clients, the gifting strategies we advise on may take the form of helping clients make the transition to reducing their income and professional responsibilities, enabling them to dedicate their time to charitable causes.
Please Note: Blume Capital will coordinate closely with your outside advisors; we do not serve as an accountant, attorney, or insurance agent. Blume Capital does not prepare tax returns, estate-planning documents, or sell insurance products.