Give back your way

We recognize there’s strength in doing well while doing good. But we also understand you may not yet have found the time to create or update a strategic philanthropic plan. We can help you find strategies that best fit your situation. Our team can help guide you in selecting options for your charitable donations through thoughtful, tax-efficient strategies.

  • Giving While Living
  • Inheritance
  • Education Funding
  • Tax-Efficient Gifting Strategies
  • Assisting Parents
  • Assisting Kids
  • Roth IRAs for Children
  • Trusts
  • Charitable Giving/In-Kind

*Donors are urged to consult their attorneys, accountants or tax advisors with respect to questions relating to the deductibility of various types of contributions to a Donor-Advised Fund for federal and state tax purposes.

Raymond James does not provide tax or accounting services.

Raymond James does not provide legal services. Please discuss these matters with the appropriate professional.

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Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Sound Harbor Financial is not a registered broker/dealer and is independent of Raymond James Financial Services.

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