Create a lasting impact

In today’s ever-changing investment landscape, foundations and endowments face a unique set of challenges. Our team provides the experience you need to navigate this complexity with confidence. We understand the significance of fiduciary responsibility and regulatory compliance, ensuring your financial decisions align with your mission and legal obligations to help maximize your organization’s legacy.

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Explore Services

We can assess and address your needs, navigating a wide range of asset classes, strategies, and regulatory requirements while aligning your investment decisions with long-term objectives.

Optimize your well-diversified portfolio for long-term goals
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Estate & Giving
Navigate regulatory compliance complexities with a guide
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Access a select pool of quality money managers
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Gain clarity and confidence through our analysis
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Collaboration helps ensure your strategy and mission align
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Understand rules and meet your responsibilities
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Estate & Giving

Build a strong foundation

Navigating today’s complex world of investments, risk management, and achieving desired returns can be daunting. By partnering with a trusted advisor, you can focus on what truly matters – fulfilling the mission of your foundation, endowment or non-profit. Our expertise equips you to make informed decisions that help emphasize financial security and growth, align with your organization’s values, and help make a lasting impact while safeguarding and optimizing your financial resources.

Learn more about our disciplined process.

How We Help

Private Foundations

  • Family foundations
  • International foundations
  • Investment policy statement
  • Case study

Community Foundations

  • Living your legacy
  • Government-Sponsored Enterprise (GSE) guidance
  • Case study

Corporate Foundations

  • Benefit plan design and admin
  • Open market operations
  • Investment banking
  • Lending and cash management

Pensions

  • Defined benefit plans
  • Success in retirement

Cultural and Arts Endowments

  • Empower the future
  • Invest for impact

Charitable Organizations

  • Fulfill your vision
  • Build a stronger community

Related Resources

We’re ready to be your organization’s trusted advisor.

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All investments are subject to risk, including loss. Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional. Diversification does not ensure a profit or guarantee against a loss.

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