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申博菲律宾app Wealth Tracker

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Organize Your Financial Life

  • Pull all of your financial information into one singular, secure view
  • Create a personal balance sheet
  • Take a more in-depth look at your holdings
  • Track your spending and view your net worth
  • Better understand the companies you're invested in by accessing 申博菲律宾app's nationally recognized research and investment insights
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申博菲律宾app
Donor-Advised
Funds 申博菲律宾app
Donor-Advised
Funds

Facilitating Charitable Giving Facilitating Charitable Giving

Access your DonorView Portal


Your legacy reflects your passions, and your charitable giving is part of the impact you make on our world. With your time, talent, and treasure, the organizations you support are up to you.

Benefits of 申博菲律宾app Donor-Advised Funds

Simple
You receive an immediate tax deduction for contributions to your 申博菲律宾app Donor-Advised Fund.
Flexible
You determine when to recommend grant distributions to any IRS-qualified nonprofit organization(s), with no annual mandatory minimum.
Tax Efficient
Gifts of appreciated securities are eligible to receive fair market value deductions, potentially creating significant capital gains tax savings.

Available Through Your 申慱sunbet手机版 Advisor

Work with your 申慱sunbet手机版 Advisor to plan your charitable giving strategy and discuss whether a 申博菲律宾app Donor-Advised Fund is suitable for your objectives. Consult with your tax professional regarding tax-advantaged strategies appropriate for your income and available assets.

Find a 申博菲律宾app Advisor


申博菲律宾app Donor-Advised Funds are handled by 申博菲律宾app Charitable Inc., which is a 501(c)(3) non-profit organization. 申慱sunbet手机版 Corp. companies, including 申博菲律宾app, Nicolaus & Company, Incorporated, 申博菲律宾app Bank, and 申博菲律宾app Trust Company, N.A., provide services to 申博菲律宾app Charitable Inc. 申博菲律宾app does not provide legal or tax advice. You should consult with your legal and tax advisors regarding your particular situation.


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A Blueprint for Giving


A donor-advised fund can help you organize and manage donations in a way that maximizes their impact.


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申博菲律宾app Charitable Inc.
501 North Broadway
St. Louis, Missouri 63102

申博菲律宾app | Investment Services Since 1890

申博菲律宾app is a diversified global wealth management and investment banking company focused on building relationships that help individuals, families, and organizations pursue their financial goals.

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