Planned giving
Whether you’re planning for individual or corporate giving, we provide tailored solutions designed to align with your philanthropic vision. Benefit from our consultative approach and customized strategies to ensure your gift creates lasting value for you and the causes you care about most.
Charitable bequests
A charitable bequest is an impactful way to leave a lasting legacy. This donation, designated in your will, takes effect after your lifetime and offers personal, financial and legal benefits to both you and your estate.
Benefits:
- Complete control to designate how your estate is distributed.
- Reduced legal fees associated with establishing your will.
With a charitable bequest, you can turn your vision for a better future into a reality while supporting causes close to your heart.
Life insurance gifts
A life insurance gift allows you to make a meaningful charitable contribution while preserving your assets for your family. By leveraging the flexibility of a life insurance policy, you can create a significant gift for your charitable giving fund without compromising your financial security.
You can structure your life insurance gift in multiple ways, including naming the Raymond James Canada Foundation as the beneficiary or transferring ownership of a new or existing policy. Each option has unique tax benefits designed to align with your financial and philanthropic objectives.
Benefits:
- Receive a charitable tax receipt based on policy arrangements.
- Low annual premiums create a significant, impactful gift for the future.
Note: All gifts are carefully reviewed for tax compliance and require a gift acceptance letter provided by the Raymond James Canada Foundation.
Legacy gifts
Create a philanthropic legacy that endures for generations. With the Raymond James Charitable Giving Fund program, you can establish a named fund—under your name or in honour of a loved one—through your will. The fund is initially managed using one of Raymond James' investment platforms, ensuring sustainable, long-term support for the causes you’re passionate about.
Benefits:
- Secure, stable and long-term philanthropy for projects and programs that matter to you.
- A timeless legacy honouring you or your loved ones.
- Tax-efficient gifting methods that maximize estate planning tools to fulfill your vision.
Whether you wish to support a specific project or program as part of your estate plan or leave a broader legacy that continues to give for years to come, a legacy gift through the Raymond James Charitable Giving Fund offers a sophisticated platform to achieve your goals.