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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Did You Know?


Client Access Single-Sign-On to your DAF – If you have a Client Access account, we can add a “View my Donor Advised Fund” button to your homepage so you can easily get into your DAF account with one click and without entering an additional username or password. Call or email us to turn on this feature or you can also work with your financial advisor.

Auto-approved Grants – if you submit a grant under $15,000 to a charity already approved in our system and have no customization to the grant purpose field or notes in the Special Instructions field, it will be automatically approved and go out in 1-2 business days. Keep this in mind at year-end, if you’d like to get your grant out as quickly as possible.