Is Your Charity Ready?

What to Consider

You may be wondering if your organization is ready to establish a charity advised account. The consideration of a few key questions may help provide the answer.

• Does your organization have strong leadership and management skills?
• Do you have a long-term vision for your mission?
• Is your organization financially stable and do you have a significant track record of service?
• Do you have an existing, strong and diversified donor base?

If the answer is yes to these questions, then your organization is ready for a Raymond James Charity Advised Account.

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