Getting more out of giving back

Each of us has the power to make a positive difference in our community. Charitable giving can bring great personal satisfaction, enabling you to support the causes and organizations that matter most to you.

It can result in significant tax advantages as well – including mitigating income taxes, capital gains taxes and estate taxes. We design strategies to give you the confidence and clarity to benefit your family and the institutions and organizations you care about most.

Pat Renn’s motivation for writing the book “Finding Your Money’s Greater Purpose: How to Make Your Legacy Count” was to help ensure that your contributions make the biggest positive impact possible – for you, your family, and the charitable organizations you support.

“We make a living by what we get. We make a life by what we give.”

Sir Winston Churchill

As advisors and practitioners of philanthropy, we have supported the organizations below as part of our philanthropic tradition.

Raymond James is not affiliated with the above mentioned organizations and/or charitable causes