Getting started

Choose the account you want to open for next steps

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.

Asset transfer instructions

Please find instructions below to help you make contributions of cash or public securities.

  • Cash
  • Brokerage accounts
  • Other

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
F: 866.203.1077

Additional Information & Forms