About us

Raymond James Charitable is a 501(c)(3) public charity that operates a donor advised fund and other giving options. As a public charity, Raymond James Charitable seeks donations from the general public. Donations qualify as charitable contributions eligible for a federal income tax deduction.

Raymond James Charitable is unique among donor advised funds. Unlike many others, it invests in mutual funds other than those offered by a sponsoring firm, providing you with greater choices of investment options.

A donor advised fund allows donors to request that a separate, book-entry account be maintained in the name designated by the donor. The donor (or his/her substitute or successor) may then give Raymond James Charitable advice with respect to: 1) investments, 2) charitable grants and 3) successor or substitute donor advisors.

A charitable gift annuity is a simple contract between a donor and a charity. The donor makes a contribution, and, in exchange, the charity agrees to pay a fixed sum to designated annuitant(s) on an annual basis. Upon the death of the last annuitant, the remaining account balance will go to the charity.

A pooled income fund allows you to provide income to one or two people for their lifetime and then have the remainder go to the charity of your choice at their death. It is an irrevocable agreement, and there are no startup costs associated.

A charity advised account is a way for charities to establish an alternative to a supporting foundation. Through this type of account, we are responsible for investing and professionally managing your contributions for long-term income.

Raymond James Charitable is controlled by its Board of Directors. The board has retained Raymond James Trust, N.A. as its Trustee. Raymond James Charitable is a perpetual charitable trust created under the laws of Florida.