When you’re investing funds for charitable purposes, it’s important to be both prudent and responsible while ensuring the best possible return for your organization. The experienced investment team works with high-net-worth donors, trustees and charities to create strategies that will enable you to invest your assets and maximize the impact of your charitable activities.
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Securities are offered through Raymond James Financial Services, Inc. member FINRA / SIPC, an independent broker/dealer, and are not insured by FDIC or any other bank insurance or government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks including the possible loss of principal. Raymond James Privacy Notice.
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