Our Donor Advised Fund. 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.

How does a donor advised fund work?

A donor advised fund, one of four account types administered by Raymond James Charitable, provides an easy way to make significant charitable gifts with immediate tax benefits and deductions. An agreement is created between you and Raymond James Charitable, which allows you to advise how portions of the charitable gifts are used.

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What are the benefits?

  • Easy to set up and requires little administrative maintenance
  • No capital gains tax on long-term appreciated assets that are gifted
  • Receive immediate tax deduction for full market value of gift* for most assets
  • No excise taxes, unlike a private foundation
  • Assets donated are no longer part of the estate value
  • Makes a difference in people’s lives and communities for years to come
  • Carries on your legacy

You will be asked to advise in four areas

  • How the money is invested within the options offered by the fund
  • Which charities will ultimately receive grants from the fund
  • How much will be given to each charity
  • Who will make these decisions instead of or as a successor to you

To learn more about establishing a Raymond James Charitable Donor Advised Fund, talk to your Raymond James financial advisor. We recommend you work with your financial advisor alongside your legal and tax professionals to coordinate the most appropriate charitable solution for your situation.

*Any amount that can’t be deducted in the current year can be carried over and deducted for up to five succeeding years.