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Charitable Endowment Fund
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Pooled Income Fund
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Many high-net-worth families are fortunate to be in a position to
create a legacy through charitable giving. Next to leaving assets
to heirs, philanthropy is fast becoming one of the primary methods
of transferring wealth. However, you may have a perception that developing
a charitable giving program is difficult or that your gift may not
have the impact you desire.
The Oxford Group and Raymond James, through the services of The Raymond
James Trust Companies, can help ensure that philanthropy is both simple
and effective. Through strategic philanthropic advisory and foundation
management services such as The Giving Back Fund, The Raymond James
Charitable Endowment Fund and The Raymond James Charitable Endowment
Pooled Income Fund, you can ensure your gifts will make a difference
while addressing current income needs and tax issues.
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