Powerful Giving

Welcome to Powerful Giving, an online newsletter designed to share Raymond James Charitable’s latest announcements and resources.

Updates & Reminders

Accessing your tax information

Annual Contributor Summaries are available in your DAF online account. These summaries list any contributions made by you in the calendar year 2025 and can be used for tax deduction purposes.

Note that the summary is generated based on the donor of the assets, not by account (i.e., if you personally made a contribution into your account and then made another contribution from a trust entity, that would generate two separate summaries). Summaries are only viewable online to the specific individual/donor (if you are a financial advisor or branch associate, the summary is not viewable to you in your online account, since you were not the donor).

For tax deduction purposes, you can use the summary or the gift receipt that we mailed to you shortly after your contribution was processed. If you don’t have the physical copy, gift receipts are available to you in your online account (and viewable by financial advisors and branch associates) – navigate to Account Activity > Contribution Activity. Update the date range if necessary, then click “print” in the far right column of the table of your contributions. If you need help obtaining a summary, please email us at rjcharitable@raymondjames.com or call us at 866.687.3863.

Keeping your information secure: Inactive users 

In accordance with security and compliance requirements designed to help protect your account information, any DAF online account user without activity for two or more years was temporarily deactivated on March 31. 

If you cannot log in, please reset your credentials here or call us at 866.687.3863 if you need assistance.