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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: Limitations.  The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client.  Blume Capital does not serve as an attorney, accountant, or insurance agent.  Blume Capital does not prepare legal documents, nor does it sell insurance products.  When requested, Blume Capital will work in conjection with your legal, accounting and insurance professionals.