Getting started is easy

To establish an account, you can contribute as little as $10,000 in cash, marketable securities or mutual fund shares. Subsequent contributions can be made in amounts of $500 or more.

This page contains all of the forms you may need to get started to open a Raymond James Charitable account. All of the forms are in PDF format, and you will need Adobe Acrobat to open and view them. If you do not have this software, you can download it from the Adobe website.


Donor Advised Fund Forms

Account Setup Forms

To open an account, please follow the steps below. The minimum initial contribution is $10,000.

  1. Review the Donor Advised Fund program description.
  2. Complete the application and contribution form(s).
  3. Mail or fax your completed forms to:
    Raymond James Charitable
    P.O. Box 23559
    St. Petersburg, FL 33742
    -or-
    Fax: 727.567.8040

Charitable Gift Annuity Forms

Account Setup Forms

To open an account, please follow the steps below. The minimum initial contribution is $50,000.

  1. Review the Charitable Gift Annuity program description.
  2. Complete the application and contribution form(s).
  3. Mail or fax your completed forms to:
    Raymond James Charitable
    P.O. Box 23559
    St. Petersburg, FL 33742
    -or-
    Fax: 727.567.8040

Pooled Income Fund Forms

Account Setup Forms

To open an account, please follow the steps below. The minimum initial contribution is $20,000.

  1. Review the Pooled Income Fund program description.
  2. Complete the gift agreement and contribution form(s).
  3. Mail or fax your completed forms to:
    Raymond James Charitable
    P.O. Box 23559
    St. Petersburg, FL 33742
    -or-
    Fax: 727.567.8040

Charity Advised Account Forms

Account Setup Forms

To open an account, please follow the steps below. A board resolution must also be completed and signed by the organization’s Secretary. A sample board resolution is part of the account application form. A minimum initial contribution of $25,000 is required.

  1. Review the Charity Advised Account program description.
  2. Complete the application, agreement and contribution form(s).
  3. Mail or fax your completed forms to:
    Raymond James Charitable
    P.O. Box 23559
    St. Petersburg, FL 33742
    -or-
    Fax: 727.567.8040

Asset Transfer Instructions

These instructions cover contributions of cash and public securities to Raymond James Charitable. If you do not find instructions for your contribution type, or if you need assistance, please call your financial advisor. If you currently have an account with Raymond James Charitable and wish to make an additional contribution, please complete and submit an Additional Contribution Form.

Contribution type Mail/Fax to Raymond James Charitable Instructions
CASH
Check* Application and check Make checks payable to:
Raymond James Charitable
Wire Cash Application Call us at 866.687.3863 for instructions.
BROKERAGE ACCOUNTS
Raymond James Accounts Application and the original Gift of Raymond James Brokerage Assets Form.
Other Institutions
Application and the original Gift of Brokerage Assets Form.
OTHER
Stock Certificates Application, certificate(s) and Stock/Bond Power(s) (we suggest a mail method requiring a receipt and mailing the certificate(s) and Stock/Bond Power(s) in separate envelopes). Submit original Letter of Instruction (see “Gift of Stock or Bond Certificate”). Endorse the Stock/Bond Power(s) exactly as name(s) appear on each certificate, and we will complete the rest of the form. Sign one Stock/Bond Power per certificate. Photocopy the Stock/Bond Power as needed.
Mutual Funds
(held at fund company)
Application and original Gift of Mutual Funds Form. Check with fund company regarding signature guarantee requirements.
Dividend Reinvestment Plans

Application and the Letter of Instruction. Call us for more information.

* Your contribution cannot be processed with a faxed copy. Please mail the original directly to Raymond James Charitable.