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.
UPDATES & REMINDERS
- Planning Ahead: Set Your DAF Up for Success Before Year-End
- Get new charities pre-approved
- Suggest new charities now so our team can complete due diligence early. This ensures faster grant processing later. (See p. 3-4 of the Online Account User Guide).
- Contribute early for tax efficiency
- Talk to your financial advisor about contributing cash or securities now – avoid the last-minute rush and lock in your deduction.
- 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.
Did You Know?
- Raymond James Charitable turns 25! We extend our sincerest thanks to you for being part of this milestone. A special anniversary Annual Report is coming soon.
The RJ Charitable team
- Plan a charitable legacy – consider naming your DAF as a beneficiary of your other accounts (i.e., IRA, annuity, will, trust, life insurance policy, etc.) – it’s a smart, tax-efficient strategy to keep your charitable giving going – and growing – for years to come. Talk to your financial advisor or email or call us at 866.687.3863 for details on setting this arrangement up.
