Raymond James Charitable is unique among donor advised funds

Unlike many other donor advised funds, it invests in mutual funds other than those offered by a sponsoring firm, providing you with greater choices of investment options.

It permits the use of privately managed portfolios such as Eagle Asset Management or Raymond James Consulting Services portfolio managers, for accounts of $500,000 or more. Both companies are subsidiaries of Raymond James.

There are no sales charges on the purchases of shares of mutual funds, and any income or appreciation achieved will be reinvested to further benefit charitable organizations. And so, to the extent to which your gift grows, additional funds will be available for the charities you recommend.

Questions? Contact your financial advisor or call 866.687.3863.