Threads of generosity

2025 Annual Report

From early threads of philanthropic inspiration, Raymond James Charitable has spent 25 years helping donors weave a tapestry of generosity that enriches communities and creates meaningful change.

A legacy of love
For sisters Sue and Penny Wheeler, giving comes naturally.
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Letter from our President
Discover the difference our donors made this year.
Called to give
To whom much is given, much is asked.
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2025 financial statements
Review our financial statements for the most recent fiscal year.
The accidental philanthropist
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Making meaning from the unimaginable

2025 Statistics

$0B

Total contributions (in dollars) since inception*

$0B

Total grants (in dollars) since inception*

0%

of total assets distributed as grants*

*as of 3/31/25

Number of new DAF accounts opened

2,000
1,800
1,600
1,400
1,200
1000
800
600
0
0
0
2015
2025

Number of DAF accounts managed

11,000
9,000
7,000
5,000
3,000
0
0
0
2015
2025

Number of
grants made

80,000
60,000
30,000
10,000
0
0
0
2015
2025

Contributions to new accounts vs. additional contributions to existing accounts

2025
new
$0M
additional
$0M
Grants by area of interest
  • Arts, Culture & Museums 7%
  • Education & Schools 19%
  • Environment & Animals 4%
  • Faith Based 27%
  • Medicine & Science 8%
  • Foundation 17%
  • Social Services 17%
  • Other 1%
Untitled Document

Most popular charities that received grants in 2025

  1. 1. St. Jude Children’s Research Hospital Inc.
  2. 2. Samaritan’s Purse
  3. 3. Campus Crusade for Christ
  4. 4. Stephen Siller Tunnel to Towers Foundation
  5. 5. World Central Kitchen Incorporated
  1. 6. Young Life
  2. 7. Compassion International Inc.
  3. 8. Church of Jesus Christ of Latter-day Saints
  4. 9. American National Red Cross
  5. 10. Doctors Without Borders

Based on number of grant checks sent to the organization.

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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

© 2025 Raymond James Financial, Inc. All rights reserved.

Raymond James Charitable is the brand name for the Raymond James Charitable Endowment Fund, an independent non-profit organization with a donor advised fund program. © 2025 Raymond James Charitable Endowment Fund is an independent non-profit organization that has entered into a services agreement with Raymond James Trust N.A., a subsidiary of Raymond James Financial Services, Inc.

Investment products are: not deposits, not FDIC/NCUA insured, not insured by any government agency, not bank guaranteed, subject to risk and may lose value. © 2025 Raymond James & Associates, Inc., member New York Stock Exchange/SIPC, and © 2025 Raymond James Financial Services, Inc., member FINRA/SIPC, are subsidiaries of Raymond James Financial, Inc.

Raymond James Charitable does not offer legal or tax advice. Donors are urged to consult their attorneys, accountants or tax advisors with respect to questions relating to the deductibility of various types of contributions to Raymond James Charitable for federal and state tax purposes.