We believe in the power of GIVING GENEROUSLY

We at Integrated Wealth Solutions of Raymond James are passionate about inspiring our clients to think philanthropically and utilize their time, talents, and treasures to leave a legacy that will extend far beyond their own lives. Indeed, this is one of the most enjoyable and rewarding aspects of the work we do.

Some examples of the advanced gifting strategies we use are Donor Advised Funds, Charitable Remainder Trusts, and Private Family Foundations. We educate our clients regarding the benefits of donating assets other than cash — such as highly appreciated securities, business ownership interests, and real estate — to help them give in a more tax-efficient manner. Oftentimes, this results in clients having far greater giving impact that they would have had otherwise, simply by transferring some of the dollars they would have had to send Uncle Sam to the charitable causes they truly care about.

Below are some of the civic, charitable, and faith-based organizations we and our clients support:

537 North Magnolia Ave. | Orlando, FL 32801 | Phone: 407.839.4998 | Toll-Free: 888.846.8172 | EFAX: 866.205.4631Map & Directions

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.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

© Raymond James & Associates, Inc., member New York Stock Exchange / SIPC | Legal Disclosures | Privacy Policy | Terms of Use