Financial guidance that supports the mission
The world-changing work of charitable organizations deserves the support of a goal-oriented financial plan, a sound fiduciary process and an investment strategy built for the distance. As an advisor, we offer experience and resources to help executive directors, boards of trustees and other financial officers align the organization’s assets and incomes with the needs of the organization, helping meet fiduciary obligations and providing a clear plan forward.
Explore Services
Our vast range of services and resources allow us to support your organization’s specific goals and circumstances.
Investment portfolio development
Risk tolerance
Account oversight
Services rendered will be dependent on applicable agreements.
Comprehensive support
Investing is a significant part of any well-resourced organization’s financial base, providing opportunities for growth and a hedge against instability. However, investing is just one piece of the financial puzzle. In addition to our investment consulting services, we can help your organization manage its retirement plan, address executive compensation and create strategies for managing day-to-day cash flows.
Browse a brief service overview.How We Help
Private Foundations
Supporting closely held philanthropic organizations with:
- Fiduciary process development
- Investment policy statement
- Investment management

Community Foundations
Bringing clarity and consistency to impactful organizations through:
- Investment consulting
- Investment committee education
- Regulatory guidance

Corporate Foundations
Meet the diverse demands of corporate philanthropy with:
- Investment consulting
- Regulatory guidance
- Fiduciary process development

Pensions
- Defined benefit plans
- Success in retirement

Cultural and Arts Endowments
- Investment consulting
- Compensation planning
- Fiduciary process development

Charitable Organizations
- Investment consulting
- Investment committee education
- Regulatory guidance

Related Resources
- 112 Haywood Rd Greenville, SC 29607-3423
- T: 864.255.4573
- F: 864.255.3390
- TF: 800.922.2364
- Map & Directions
- Map & 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 our 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.
© 2025 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC | Legal Disclosures | Privacy, Security & Account Protection | Terms of Use