Giving, simplified.


One of the greatest privileges of wealth is getting to support the people and causes that mean the most to you. Let's make your vision a reality.

Open an Account

How It Works

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    You make a donation.
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    We invest the assets.
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    You recommend grants to charities.
Learn More About Our Giving Options

Donor Advised Funds


Our Most Popular Giving Option

Similar to a private foundation, a donor advised fund provides an immediate full tax benefit and lets you donate to your favorite charities, but with less expense and setup.

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How It Works

An agreement between you and Raymond James Charitable allows you to advise on how your gifts are used.

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The Benefits

The fund provides an easy way for you to make significant charitable gifts with immediate tax benefits and deductions.

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Your Choice

Your voice matters. You'll advise on how the money is invested, which charities will receive grants and for how much.

Learn More About Donor Advised Funds