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Insights

The latest tips for thoughtful giving. At Raymond James Charitable, it’s always our priority to ensure you have access to the latest best practices when it comes to giving back simply and effectively. Check this page often for insightful articles to help you reach your philanthropic goals.

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Planning & Retirement

Charitable giving tax considerations for 2026 and beyond

With the One Big Beautiful Bill Act (OBBBA) tax changes now in effect, donors should understand the changes as they plan their philanthropic strategies.
Read more - Charitable giving tax considerations for 2026 and beyond
Planning & Retirement

Estate planning without heirs may need special attention

Choosing who to carry your plans forward presents a distinct, but solvable, challenge.
Read more - Estate planning without heirs may need special attention
Planning & Retirement
Global givingGlobal giving

Global giving

A guide to tax considerations and trusted partners. If you’ve been moved by a recent global crisis and want to make a difference, there are a couple considerations that will help you make the most of your donation.
Read more - Global giving

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