Raymond James Charitable Endowment Fund | Donor Advised Fund

About the Donor Advised Fund

Contributions

Choosing Charities

Benefits to Consider

Establishing an Account

Annual Report (PDF)

Disclosure Information

FAQs

Forms

Investment Objectives

Meet the Board

Year-End Tax Planning

Meet the Board

The board of directors of the Raymond James Charitable Endowment Fund is comprised of five members (pictured from left to right): Frances Z. Neu, Vice President Institutional Advancement, St. Petersburg College and Executive Director, St. Petersburg College Foundation; James A. Fulp, Executive Vice President and Managing Director, Independent Contractor Division, Raymond James Financial Services; Thomas Wilkins, Music Director Omaha Symphony Orchestra and Principal Guest Conductor of the Hollywood Bowl Orchestra; Scott A. Curtis – Senior Vice President, RJA Private Client Group, Raymond James & Associates; and Nicole Johnson – Executive Director, Bringing Science Home, USF Health Design Center, University of South Florida.

The board of directors meets quarterly to discuss, review and vote on various fund-related issues.

Board of Directors Meeting Schedule

February 9, 2011
May 11, 2011
August 17, 2011
November 16, 2011