Investment Objectives

A portion of each charitable gift annuity will be invested in a commercial annuity contract with a large insurance company. The balance of each account will be invested in one of three objectives as per your recommendation. The investment objectives include:

Balanced – Seeks to balance the production of income, preservation of capital and growth of capital.

Growth with Income – Seeks to emphasize the growth of capital over the production of income.

Growth – Seeks long-term capital appreciation. Income may or may not be sought and will always be secondary.

Requests to change the objective can be made up to four times per calendar year and will be considered by the Raymond James Charitable Endowment Fund Board during their regularly scheduled quarterly meetings.

Note: Raymond James does not issue gift annuities in AL, AR, CA, HI, MD, ND, NJ, NY, WA and WI.
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