Sponsor Donation Recommendations
DAFScore™ : 4.15
Rank : 4.15
AUM
$1.5B
Number of Accounts
8,619
Minimum Balance
$500
Initial Contribution Minimum
$10,000
Grant Minimum Amount
$100
Grant Timing
1 - 2 Weeks
Investment Options
6 - 10
Administrative Fee
0.6 - 0.9%
Raymond James Charitable was established in 2000 with the mission of providing simple & effective giving solutions. Raymond James Charitable believes that giving back to the causes close to your heart shouldn’t be complicated.
DAF Details
International Granting
Accepts Illiquid Contributions
Ability of 3rd Party Advisors
Political or Religious Affiliation
Sell Their Own Financial Products
Tax Requirements
Minimum Grant Frequency Requirement
Provides Anonymity if Requested
Transferability to Another Sponsor
No History of Security Breaches
Customer Service Resources & Quality of Service
Good
Online Access and Ease of Use
Good
More Information
Sponsor Organization
Raymond James Financial
Sponsor Donation Recommendations
None
International Granting
Raymond James Charitable rarely distributes international grants, unless the approved charity has a domestic affiliate.
Accepts Illiquid Contributions
In general, donations of cash or marketable securities may be made to Raymond James Charitable. Donors interested in donating assets other than cash or marketable securities should contact Raymond James Charitable.
3rd Party Advisors
In the DAF application, the donor may designate himself/herself, a family member, or other person as a donor advisor. The donor(s) will be designated the donor advisor(s) by default if no other person(s) or entity is named. Multiple donor advisors may be named by the donor to make suggestions regarding grant recommendations & investments to Raymond James Charitable.
Political or Religious Affiliation
Raymond James Charitable is independent of any religious or political organizations.
Sell Their Own Financial Products
None
Tax Requirements
5% of the total DAF fund must be distributed each year.
Minimum Grant Frequency
No Requirement
Overall Grant Restrictions
Raymond James Charitable does not distribute grants to individuals, private non-operating foundations or disqualified supporting organizations.
Provides Anonymity
The fund will send a letter with the grant check recognizing that you recommended the gift, or, if you wish, you can remain anonymous.
Investment Options
At the time of your contribution, you may recommend that your contribution be invested in any of 7 investment objectives: money market, income, income with growth, balanced, growth with income, growth, and ESG balanced.
Transferability to Another Sponsor
Assets can be transfered to another DAF sponsor that is also a 501(c)(3) charitiy.
History of Security Breaches
None
Administrative Fees
•For account balances of $500,000 or more, the following fee schedule applies: 0.55% on the first $500,000; 0.40% on the next $500,000; 0.20% on the next $1.5 million; 0.15% on amounts over $2.5 million •1.25% on the first $100,000; 0.75% on the next $900,000; 0.50% on the next $1.5 million; 0.25% on amounts over $2.5 million
Customer Service
Dedicated team for support. •866-687-3863 •rjcharitable@raymondjames.com
Online Access & Ease of Use
Online Platform
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