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Philanthropy Planning
We believe strongly that active philanthropy is an important and commendable use of assets - a practice that we follow and encourage you to explore.
Our experience can guide you in structuring your charitable endeavors utilizing elements such as foundations and endowments, donations of much appreciated stock or cash, and/or your own family foundation.
You can create your own foundation with a minimum investment of $10,000 through the Raymond James Charitable Endowment Fund. You gain tax benefits and support your favorite charities without hassle or headaches. Each year the charities you designate receive a percentage of the foundation's value, which often offers a better return than the assets would have had they been kept in your portfolio.
www.myfamilyfoundation.org
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