Account Access
Contact Us
About the Fund
Disclosure Information
Investment Objectives
FAQs

The Raymond James Charity Advised Account for nonprofit organizations:

  • Receive a long-term income stream and an untouchable resource that will not be subject to creditor claims.
  • Opening an account is less expensive than maintaining a separate legal entity for the charity.
  • Eliminate potential conflict of interest issues.
  • Donors get an immediate tax deduction.
  • Donors contributions will be secure, and will live on even after they are gone.
  • Potential donors may feel more confident in their planned giving decision.