Charitable Giving Program

At the Raymond James Canada Foundation, we are committed to helping individuals, families, and organizations build legacies of giving to last a lifetime and beyond.

We believe that strategic charitable giving is an essential part of any successful financial plan. Giving should be easy, but major gifts can be complicated. Our Charitable Giving Program is designed to simplify strategic philanthropy, so that you can focus on the joy of giving.

A Charitable Giving Fund (CGF) is an investment vehicle that offers the benefits of a private foundation without the high costs and administrative burdens. It is a cost effective, flexible, and simple solution to help you seamlessly incorporate philanthropy into your overall financial plan.

The Raymond James Canada Foundation works with you and your Advisor to build a customized giving plan that aligns with both your financial and philanthropic objectives. We offer streamlined administration, sophisticated investment expertise, and the support of Raymond James Ltd.’s team of legal, tax, and investment professionals.

With a Charitable Giving Fund, you have the freedom to decide what to donate and when. By giving strategically, you can significantly reduce or even eliminate your tax burdens, thereby increasing the value and impact of your gifts.

We offer sophisticated investment models and professional oversight. Our focus is on long term capital appreciation, with the goal of increasing the value of your initial gift through prudent investing.

Turn your passion for helping others into a legacy of giving to share with the next generation. With a Charitable Giving Fund, you can create a comprehensive giving plan that aligns with your values and your schedule.

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