About the Fund

Giving. It creates positive change in people, institutions and communities. It sustains a multitude of worthwhile organizations. It gives rise to innovative new programs and services. It makes us feel good and it gives us cause to celebrate.

The power of giving is stronger than ever. A decade of prosperity and strong returns on investments has left more Americans feeling financially secure and eager to help than ever in our history. In the United States alone, during 1999, charitable contributions surpassed $190 billion, according to the American Association of Fundraising Counsel. Since 1997, giving has increased by more than $15 billion annually. And the vast majority of those contributions are from individuals just like you.

But even the simple act of giving can get complicated, especially if you are exceptionally generous. If your charitable gifts amount to $10,000 or more annually, you may be overwhelmed by requests for support from well-meaning charities. Saying “yes” to one and “no” to others isn’t always easy. Donors also have to be income tax experts to know exactly when to give and how to deduct. It takes time and money to administer gifts properly. And if the charity changes its policies or philosophy, donors often lose control of their gift. That’s a lot to worry about when all you want to do is make a simple gift.

The Raymond James Charitable Endowment Fund simplifies the power of giving by making grants to charitable organizations on your behalf, so that you enjoy the power of giving without the hassle of timing, tax concerns, expense and recordkeeping.

Because Raymond James Charitable Endowment Fund is a tax-qualified public charity, it provides you with immediate and full tax deductions and, at the same time, seeks to increase the value of your original gift by prudent investing.

And what could be more personal? You can even name your account – “The Smith Family Foundation” – and pass it on to your children and grandchildren so that your gift keeps on giving for generations to come.

The Raymond James Charitable Endowment Fund simplifies and increases your power of giving while it addresses your tax and financial needs.

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