Our Mission & Vision

   Sixteen points of
    Wealth Management

Corporate/Retirement Plans

      The Giving Back Fund
     Charitable Endowment Fund
     Pooled Income Fund

The Giving Back Fund

The Giving Back Fund provides a wide range of philanthropic advisory services designed to assist individuals in implementing effective giving strategies. General advisory services include:
  • Assistance in defining and determining how to best accomplish philanthropic goals,

  • Development of long- and short-term giving strategies and goals,

  • Design and execution of distinctive and effective grant and scholarship programs,

  • Research regarding independent public charities and private foundations to aid in identifying recipients most closely aligned with your philanthropic goals, and

  • Stewardship services to ensure the integrity and effectiveness of your gifts.
Through these services, you can support worthwhile charitable causes and beneficiaries that speak to your personal objectives. Initiatives structured and administered by The Giving Back Fund vary depending on the your objectives, but examples include:
  • Creating and managing a free performing arts camp for underprivileged children,

  • Creating sports programs, such as a basketball clinic and academy, to encourage youth involvement in athletics,

  • Initiating a scientific research project aimed at accelerating the cure for a disease through collaboration and a shared vision,

  • Establishing criteria and guidelines to facilitate $1 million in grants to selected autism organizations, and

  • Collaborating to create entertainment rooms at hospitals for seriously ill children.




    How We Are Different
    Map of Locations
    Our Edge
    Sixteen Points of
      Wealth Management

July 7, 2008 Market Commentary

June 27, 2008 Dennis Barba Quoted on CNBC.com

June, 2008 Smart Money Ranks Raymond James #1 Among Full Service Brokers

July 1, 2008 Florida Housing Update

More...
[ The Giving Back Fund | Charitable Endowment Fund | Pooled Income Fund ]