Is your charity ready?

What to consider

You may be wondering if your organization is ready to establish a charity advised account. The consideration of a few key questions may help provide the answer.

  • Does your organization have strong leadership and management skills?
  • Do you have a long-term vision for your mission?
  • Is your organization financially stable and do you have a significant track record of service?
  • Do you have an existing, strong and diversified donor base?

If the answer is yes to these questions, then your organization is ready for a Raymond James Charity Advised Account.