Giving, simplified.

One of the greatest privileges of wealth is getting to support the people and causes that mean the most to you. Let’s make your philanthropic vision a reality.

Open an account

How
it works

1

You make a donation.

2

We invest the assets.

3

You recommend grants to charities.

Learn more about donor advised funds

Donor advised funds through the Raymond James Charitable Endowment Fund^®

One of the most popular giving options today

Similar to a private foundation, a donor advised fund provides an immediate full tax benefit and lets you donate to your favorite charities, but with less expense and setup.

How it works

An agreement between you and Raymond James Charitable allows you to advise on how your gifts are used.

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The benefits

The fund provides an easy way for you to make significant charitable gifts with immediate tax benefits and deductions.

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Your choice

Your voice matters. You’ll advise on how the money is invested, which charities will receive grants and for how much.

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Learn more about donor advised funds

Your Generosity Counts

21,179

charities served in fiscal year 2023

$1,424,410,756

in total grants since inception

8,607

total accounts

As of 3/31/2023

Charitable gift annuity

Charitable gift annuity

Our Charitable Gift Annuity is one of the easiest ways to establish a plan for giving and provide a lifetime of reliable annuity payments.

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Pooled income fund

Pooled income fund

Enjoy an immediate partial tax deduction and set aside dollars for your charitable legacy while receiving a continued stream of investment income.

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Charity advised account

Charity advised account

Charity advised accounts provide charities with an alternative to establishing a supporting foundation.

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