Giving, Simplified.

Giving should be easy, but incorporating major gifts into your financial plan can be complicated. Our Charitable Giving Program simplifies strategic philanthropy, so that you can focus on what matters to you.


Raymond James Canada Foundation can provide you
with the tools and support to achieve your goals

The Raymond James Canada Foundation works with you and your Advisor to build a customized giving plan that aligns with both your financial and philanthropic objectives. We offer streamlined administration, sophisticated investment expertise, and the support of Raymond James Ltd.’s team of legal, tax, and investment professionals. While we take care of the administrative, tax, and legal requirements, you can focus on the joy of giving.


What is a CGF?

A Charitable Giving Fund (CGF) is an investment vehicle that offers the benefits of a private foundation without the high costs and administrative burdens. It is a cost effective, flexible, and simple solution to help you seamlessly incorporate philanthropy into your overall financial plan.

How Does It Work?

How Does It Work?

Give. Grow. Grant. It’s that simple.


You can establish a Charitable Giving Fund in as little as one week with an initial irrevocable donation of $100,000 or more to the Raymond James Canada Foundation. As the donor, you will receive a tax receipt for the full value of your donation which can be used immediately or carried forward up to five years.


We work with your Advisor to invest your donation in accordance with our comprehensive Investment Policy (IPS). Your initial gift will continue to grow, tax free.


At your recommendation, the Raymond James Canada Foundation will issue grants from the CGF to your favourite charities, either on a recurring or one-time basis. You can choose to receive recognition for your grants, or you can choose to remain completely anonymous. The choice is yours.

What are the Benefits?

What are the Benefits?


The administrative, legal, and tax services provided by the Raymond James Canada Foundation are covered in the 1% Charitable Giving Fund Administration Fee*.


Donors have full control over the recognition or privacy of grants issued from a CGF. You can decide at any time to make your gifts with complete anonymity.


Donors can personalize the name of the CGF, e.g. Smith Family Foundation. Opportunities are available for corporate and agency donors.


All CGF’s are non-permanent endowments, which means that they are fully encroachable. Our funds are not permanent, so in 3, 5, 10 or 30 years, you can determine how long, how much and how often your grants are distributed.


CGF assets are not subject to a lock-in period. Grants to registered charities can be made from the CGF from inception.


A CGF can be established in as little as one week, and the Raymond James Canada Foundation takes care of all the administrative and reporting responsibilities.


Donations result in tax receipts that can be used immediately or carried forward for up to 5 years. You can time your donations as part of your year-end tax planning or to reduce estate or capital gains taxes.


Your passion for helping others can last beyond your lifetime. You may designate a successor to continue recommending grants from the CGF into the future. Be bold! Share your values and create your family legacy with the next generation.

* Investment management fees charged by our affiliate Raymond James Ltd. (RJL) (an investment dealer and member of the Investment Industry Regulatory Organization of Canada “IIROC”) are not included in the 1% RJCF Administration Fee.

“From coast to coast, Raymond James employees and associates come together to help feed, clothe and care for those in need. We are very proud of these community commitments, in May and throughout the year.”

Janine Davies, Vice President Corporate Communications & Marketing. Raymond James Ltd.