Trust services

Raymond James Trust N.A. offers a variety of personal and charitable trust services to deepen your client relationships, including revocable living trusts, testamentary trusts, charitable trusts, private foundations, irrevocable trusts, life insurance trusts and marital trusts.

The Raymond James Charitable Endowment Fund

Administered by Raymond James Trust N.A., the Raymond James Charitable Endowment Fund is a national donor-advised fund that will make a real difference in the way you conduct business. Without the up-front cost or significant ongoing expense, your clients can have virtually the same power as a private foundation.

Pooled Income Funds

A truly unique offering, the Raymond James Pooled Income Funds allow clients to make a charitable gift in exchange for an immediate tax deduction and a lifetime stream of income – all while avoiding up-front legal expenses. Upon the death of the last of their designated beneficiaries, your clients’ funds will be donated to the Raymond James Charitable Endowment Fund or charity of their choice.

© 2019 Raymond James Trust, N.A., is a subsidiary of Raymond James Financial, Inc.