A resource for advisors

Strengthen your client relationships. Charitable giving is an important piece of the financial planning puzzle. It’s an opportunity to help your clients maximize their generosity for the causes they care most about by helping them avoid unnecessary taxation in the process.

 

Charitable planning can also be a chance to develop relationships with other generations and family members as you help them realize this important part of their legacy.

With a reputation for knowledgeable and responsive service, our team at Raymond James Charitable is here to serve as an extension of your own. We’ll work closely with you to help your clients pursue their philanthropic aspirations with the strategies that best align with their needs and goals.

 

Value for you and your clients

As the financial advisor, your clients will remain your clients throughout your work with us. The team at Raymond James Charitable is simply here to bolster your charitable planning resources and add value for you and your clients.

For you:

  • Control over your client relationship
  • A national field of experts in charitable giving
  • A service-first approach to meet your clients’ needs

For your clients:

  • Support for their holistic financial picture – not just investment advice
  • Finely tuned strategies to help them give back
  • Reliable, knowledgeable service to support their goals

 

Client resources

Forms

  • Is your charitable cause or legacy important to you?

  • Are you currently giving to any charities? Which ones, and how much?

  • Will family members be involved after your passing?

  • What do you want to accomplish through charitable giving?

  • Are you considering selling a business? Have you considered the impact of capital gains tax?

  • Do you have an annual budget for your giving?

  • Are your investments highly concentrated? Are you looking for a way to diversify?

  • Are you making multi-year gifts to charities?

  • Have you decided to use the standard deduction? Did you consider the concept of bunching?

  • How are you engaging your children (grandchildren) in your philanthropy?

  • Do you have an existing foundation and want a simplified way to give to charities?

  • Are there any causes, or issues, that you are most concerned about?

  • How involved do you want to be with your charitable giving?

Let us tailor a plan

We can help you create a charitable giving plan that helps the organizations you’re passionate about and furthers your overall wealth management.

Get started today
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Raymond James Charitable // P.O. Box 23559 // St. Petersburg, FL 33742
Phone: 727.567.7221 // Toll-Free: 866.687.3863 // Fax: 866.203.1077
Physical address (for deliveries): 880 Carillon Parkway // St. Petersburg, FL 33716

© 2026 Raymond James Financial, Inc. All rights reserved.

 

Raymond James Charitable is the brand name for the Raymond James Charitable Endowment Fund, an independent non-profit organization with a donor advised fund program. © 2026 Raymond James Charitable Endowment Fund is an independent non-profit organization that has entered into a services agreement with Raymond James Trust N.A., a subsidiary of Raymond James Financial Services, Inc.

 

Investment products are: not deposits, not FDIC/NCUA insured, not insured by any government agency, not bank guaranteed, subject to risk and may lose value. © 2026 Raymond James & Associates, Inc., member New York Stock Exchange/SIPC, and © 2026 Raymond James Financial Services, Inc., member FINRA/SIPC, are subsidiaries of Raymond James Financial, Inc.

 

Raymond James Charitable does not offer legal or tax advice. Donors are urged to consult their attorneys, accountants or tax advisors with respect to questions relating to the deductibility of various types of contributions to Raymond James Charitable for federal and state tax purposes.