The Power of Giving

While nothing is as satisfying as living out your dreams, few things are as rewarding as helping others live theirs. The Raymond James Pooled Income Funds can help you do both.

The Raymond James Pooled Income Funds simplify the power of giving by helping you set aside money for charity, avoid capital gains taxes on appreciated assets and take an immediate partial tax deduction at the time you make your contribution ... all while also providing you with a lifetime of income.

Then, upon the death of the last of the Fund’s income beneficiaries you have named, the remaining assets will be distributed to the Raymond James Charitable Endowment Fund. From here, you have two choices.

Your gift can be invested through our donor-advised fund, which seeks to increase the value of your original contribution by prudent investing. And what could be more personal? With our donor-advised fund, you can even name your account – “The Smith Family Foundation” – so that you establish a legacy of giving for your loved ones.

Alternatively, your gift will be distributed directly to the charities you have selected with approval from the Raymond James Charitable Endowment Fund board of directors. Grants will be made immediately to charities without the hassle of timing, tax concerns, expense and recordkeeping.

Whether you elect to have your money go to our donor advised fund or instantly to another charity, our pooled income funds offer a convenient, effective way to make the most of your charitable dollars during your lifetime and after.

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