Investment Objectives

At the time of your contribution, you may recommend that it be invested in one of two investment objectives. Again, because your gift to Raymond James Pooled Income Fund is irrevocable, the objective you choose cannot be changed once your contribution is made.

Income – Seeks income and the preservation of capital. Growth of capital may or may not be sought and, if it is, will always be secondary.

Income with some growth – Seeks to emphasize income and the preservation of capital over the growth of capital. Yet growth will be an ever present, albeit secondary, consideration.

The Raymond James Pooled Income Funds are unique in that they are the only national donor advised funds that invest in mutual funds other than those offered by a sponsoring firm, providing you with greater choices of investment options.

The board of directors of the Raymond James Charitable Endowment Fund has identified for the Raymond James Pooled Income Funds a diverse selection of top mutual funds from among those funds receiving a “Highly Recommended” rating by the Raymond James & Associates Mutual Fund Research department. Raymond James is the only firm that rates mutual funds for future performance so that investors are as informed as possible.

Choosing appropriate mutual funds is only part of the process. The board must also continually monitor the funds as part of its fiduciary responsibility. Its main priority is consistent performance over the long term. There is no assurance that this goal will be met.

There are no sales charges on the purchases of shares of mutual funds and any income or appreciation achieved will be reinvested to further benefit charitable organizations. To the extent to which your gift grows, additional funds will be available for the recommended charities.

The board has appointed the Raymond James Trust Company to serve as trustee and safeguard the assets of the Raymond James Pooled Income Funds.

Privacy Notice | © 2008 Raymond James Financial, Inc. All rights reserved.