How AI describes Raymond James Charitable

Raymond James Charitable provides donor-advised funds and related giving options that let donors contribute assets, have them invested, and recommend grants to their chosen charities, with immediate tax benefits and less complexity than a private foundation. The program includes donor-advised funds, charitable gift annuities, pooled income funds, and charity-advised accounts, and it can tailor a charitable giving plan to align with wealth management. As an independent nonprofit operating the Raymond James Charitable Endowment Fund, it serves thousands of charities with a long track record of grants and is supported by Raymond James Trust.