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Charitable Endowment Fund
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Pooled Income Fund
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Charitable Endowment Fund
The Raymond James Charitable Endowment Fund simplifies the power of
giving by making grants to charitable organizations on your behalf,
allowing you to enjoy the power of giving without the hassle of timing,
tax concerns, expense and record keeping.
Because the fund is a tax-qualified public charity, it provides you
with immediate and full tax deductions and, at the same time, seeks
to increase the value of your original gift by prudent investing.
You can even name your account - "The Smith Family Foundation" - and
pass it on to your children and grandchildren so that your gift keeps
on giving for generations to come.
The Oxford Group, along with our team of professionals at The Raymond
James Trust Companies, is happy to help you explore simplifying and
increasing your power of giving while addressing your tax and financial
needs through The Raymond James Charitable Endowment Fund.
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