Charitable Investments

When you’re investing funds for charitable purposes, it’s important to be both prudent and responsible while ensuring the best possible return for your organization. Our experienced investment team works with high-net-worth donors, trustees and charities to create strategies that will enable you to invest your assets and maximize the impact of your charitable activities.

How can I get started?

Call 1-888-518-7878 or e-mail us today!

Some investment products and services are not deposits, obligations or guaranteed by the bank; not insured by the FDIC or any other governmental agency, and may be subject to investment risk including potential principal loss.


Securities are offered through Raymond James Financial Services, Inc.  member FINRA / SIPC, an independent broker/dealer, and are not insured by FDIC or any other bank insurance or government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks including the possible loss of principal. Raymond James Privacy Notice.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.