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Establishing an Account

You must be at least 55 years old and able to contribute a minimum, irrevocable gift of $50,000 to establish a gift annuity. You are never too old to create an account. In fact, the older you are, the more your annuity payments will be. There is no maximum contribution amount, however, you cannot add to a gift annuity after it has been opened. If you wish to make additional contributions, separate charitable gift annuities would be established.

Getting Started Is Easy

Take a few moments to carefully review the Raymond James Charitable Gift Annuity Disclosure Brochure (PDF). Then simply fill out and submit a charitable gift annuity application. This and all other forms can be found on the Forms section of this site.

Send your check or appropriate security transfer form, 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.

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