Follow the steps below to open your account
Contact your Raymond James financial advisor to submit your application. If you do not have a Raymond James advisor, contact a member of the Raymond James Charitable team for submission instructions at 866.687.3863.
To open a DAF account, please follow the steps below. The minimum initial contribution is $10,000.
- Review our DAF brochures:
- Complete your application and contribution form(s).
- Donor Advised Fund Application
- See the Asset Transfer Instructions below for the correct form to use for your contribution.
Asset transfer instructions
Please find instructions below to help you make contributions of cash or public securities.
Completed forms should be submitted to your financial advisor. If you do not have an advisor, you may mail or fax them to:
Raymond James Charitable
P.O. Box 23559
St. Petersburg, FL 33742