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Estate and Charitable Planning

Developing a Successful Estate Plan

Developing a Successful Estate Plan

Five key elements to protect your family and your legacy

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Estate Planning 

Charitable Giving 

"You make a living by what you get. You make a life by what you give."
- Winston Churchill

Raymond James Charitable

  • Simplifies giving by making grants to charitable organizations on your behalf
  • Provides an environment that allows gifts to grow over time through investment
  • Helps charitably-minded individuals create a legacy of giving


  • Receive an immediate tax deduction
  • No capital gains tax
  • No estate taxes
  • Gifts have the potential to grow
  • The pleasure of a private foundation without the hassles

The above is a hypothetical illustration and is not intended to reflect the actual performance of any particular security. Future performance cannot be guaranteed and investment yields will fluctuate with market conditions.