Contributions

To establish a Raymond James Charitable Endowment Fund account, you can contribute as little as $10,000 in cash, marketable securities or mutual fund shares. Subsequent contributions can be made in amounts of $500 or more.

The Raymond James Charitable Endowment Fund can also assist companies and small businesses with their charitable giving. The minimum contribution for companies is the same as it is for individuals. The fund lets individuals or businesses outsource the administrative responsibilities, leaving more time and resources to focus on grantmaking and addressing the company’s strategic goals.

Whether individuals or corporations make them, all gifts to the Raymond James Charitable Endowment Fund are irrevocable, so it’s important for you to consider your long-range needs before choosing to give.

Before you make your initial gift, you will be asked to complete and sign a Donor Account Application. You will also be asked to name your account. You can honor a cherished family member – “The Margaret Smith Memorial Foundation” – or you can highlight your personal charitable goals – “The Smith Family Foundation for the Performing Arts.”

Because the Raymond James Charitable Endowment Fund is a donor-advised fund, you will be asked to advise in four areas: how the money is invested within the options offered by the fund, which charities will ultimately receive grants from the fund, how much will be given to each charity and who will make these decisions instead of or as a successor to you.

Next: Choosing Charities

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