Powerful Giving

The Newsletter of Raymond James Charitable

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

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UPDATES & REMINDERS


  1. Year-end deadlines – submit your grants and contributions now
    • As you consider your year-end charitable plans, please keep in mind these important deadlines:
      • December 1, 2025– Deadline to submit a grant request that does not qualify for auto-approval for approval in 2025.
      • December 12, 2025 – Deadline to submit a grant request that does qualify for auto-approval for approval in 2025.
      • December 12, 2025 – Final day to open and/or fund a DAF. After this date, we will do our best to honor requests if time permits.
  2. Review your DAF’s succession plan
    • In your DAF online account, navigate to Account Information > Account Successions to review your plan in the event of your passing or incapacity. If you’d like to make changes – or add a succession plan for the first time – use the information listed on that page to submit the appropriate form, or contact your financial advisor or our team for assistance.
  3. Confirm online account access
    • If you have not logged in to your DAF online profile in over two years, your access will be removed for security. Log in now so you’re all set at year-end if you have last-minute grants to submit. If you’re having trouble, email or call us at 866.687.3863 to restore your access.

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Did You Know?

  • Recent legislative changes introduced through the One Big Beautiful Bill Act (OBBBA) could influence charitable giving strategies, especially when it comes to DAFs. If you're wondering how this might affect your 2025 contributions, we’ve put together a helpful overview article: New tax law makes 2025 a strategic year for giving.
Highlighting key provisions for itemizers, non-itemizers and corporations.
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Even though it’s likely you’ve never heard his name, Ephraim Huit is tangible evidence of the human drive to remember those we lose.
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Read more articles on our Insights Blog today

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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

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. Raymond James Charitable has entered into a service agreement with Raymond James Trust, N.A.,a subsidiary of Raymond James Financial, Inc. © 2025 Raymond James Charitable Endowment Fund. All rights reserved. Raymond James and Raymond James Charitable Endowment Fund are trademarks of Raymond James Financial, Inc., and are used under license.