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Establishing an Account

A minimum, irrevocable, contribution of $25,000 in cash or marketable securities must be made by the nonprofit organization to establish a charity advised account. The organization will be asked to complete an Application and Adoption Agreement and a Resolution agreed to and signed by the board of directors. (Forms are available on the forms page). The charity should be prepared to the account and to designate an advisory committee, with a spokesperson to work with the Raymond James Charitable Endowment Fund on specific matters regarding the account.

Mail forms and initial contribution to:

Raymond James Charitable Endowment Fund
P.O. Box 14407
St. Petersburg, FL 33733-4407

You can also contact your financial advisor or our toll-free number, 866-OUR-FUND (866-687-3863) for more information.

Subsequent contributions

Subsequent contributions can be made to the charity advised account in amounts of $500 or more by any individual, corporation, trust, estate, foundation, governmental body or other organization.

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