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.

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2

We invest the assets.

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3

You recommend grants to charities.

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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

How it works

06/11/2018
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 benefits

06/11/2018
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 choice

06/11/2018
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

18,680

charities served in fiscal year 2022*

$1,169,264,298.12 

in total grants since inception*

7,800

total accounts*

*As of 3/31/2022

Charitable gift annuity

Charitable gift annuity

06/11/2018
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

06/11/2018
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

06/11/2018
Charity advised accounts provide charities with an alternative to establishing a supporting foundation.
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Let us tailor a plan for you.

We can help you create a charitable giving plan that not only helps the organizations you’re passionate about, but also furthers your overall wealth management.

Get started today

Raymond James Charitable // P.O. Box 23559 // St. Petersburg, FL 33742
Phone: 727.567.7221 // Toll-Free: 866.687.3863 // Fax: 866.203.1077
Physical address (for deliveries): 880 Carillon Parkway // St. Petersburg, FL 33716

Raymond James Charitable is the brand name for the Raymond James Charitable Endowment Fund®, an independent public charity with a donor advised fund program. Raymond James Trust provides investment management and administrative services to Raymond James Charitable. RAYMOND JAMES, RAYMOND JAMES CHARITABLE ENDOWMENT POOLED INCOME FUND and RAYMOND JAMES CHARITABLE ENDOWMENT FUND are trademarks of Raymond James Financial, Inc. and are used under license.