Establishing an Account

Getting Started Is Easy

To establish a Raymond James Charitable Endowment Fund account, simply read the Program Description and Disclosure Information and complete the one-page Donor Account Application, which can be found in the Forms section of this site. Then, simply send in the Donor Information Form with your initial gift to the Raymond James Charitable Endowment Fund, P.O. Box 14407, St. Petersburg, FL, 33733-4407. It’s that easy.

In most cases, your charitable program can be initiated within 24 hours. You can also call your financial advisor or the Raymond James Charitable Endowment Fund, toll-free, at 866-OUR-FUND (687-3863).

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