The idea of putting others first comes naturally to us, from our clients to our neighbors – it’s the right thing to do. You’ll find us giving back in countless ways, rolling up our sleeves and pitching in to support the organizations that help this community thrive. We invite you to learn more about the educational, civic, social and philanthropic endeavors we support with our time, energy and expertise. If you’d like to be involved, please feel free to contact us to learn more about upcoming events.

  • Santa Cruz Shakespeare

    Santa Cruz Shakespeare envisions a community where generations are increasingly passionate and knowledgeable about Shakespeare and Live theater, a community that engages in active discussion about language and art and reaches for passion, connection, and empowerment.

  • Rotary International

    Rotary is a worldwide organization of more than 1.2 million business, professional, and community leaders. Members of Rotary clubs, known as Rotarians, provide humanitarian service, encourage high ethical standards in all vocations, and help build goodwill and peace in the world. (Board Member 2014-2015, Paul Harris Fellow and active member)

  • United Way of Santa Cruz County

    The United Way of Santa Cruz County's mission is to mobilize our county's residents to create opportunities for a good life for all. (Board of Trustees, 2014-present)

  • Santa Cruz Museum of Art and History

    The Santa Cruz Museum of Art and History (MAH) is a thriving, central gathering place where local residents and visitors have the opportunity to experience art, history, ideas and culture. (Board of Trustees, 2014-present)

  • Community Foundation Santa Cruz County

    The Community Foundation Santa Cruz County provide individuals, families and businesses with ways to make giving simple, powerful and personal. The Foundation is committed to strengthening the local nonprofit sector and each year offer grants, workshops and resources to hundreds of local organizations. (Board of Trustees, 2016-2019)

  • Silicon Valley Community Foundation

    As the largest community foundation in the world, Silicon Valley Community Foundation combines visionary leadership, strategic grant-making, and world-class expertise in partnership with donors to strengthen the common good worldwide. Read more about the good works of this organization at”

  • Pacific Collegiate School

    Pacific Collegiate School’s mission is to provide exemplary, standards-based college preparatory and fine arts education for public middle and high school students of Santa Cruz County and bordering areas. The school's vision is to offer any student the same quality of education offered by the most academically distinguished schools in California. (Volunteer/ Board of Directors, 2014-present)

  • Santa Cruz Children's Museum of Discovery

    The Santa Cruz Children's Museum of Discovery (MOD) mission is to delight, inspire and challenge by providing an exciting and interactive learning environment in which children and their adults can explore the wonders of our county. The museum opened at the Capitola Mall in November 2014. (Volunteer/Board of Directors, 2014-2016)

  • Santa Cruz County Estate Planning Council

    The Santa Cruz County Estate Planning Council (SCCEPC) is a group consisting of estate planning professionals in the Santa Cruz area. Members include bank trustees and private fiduciaries, investment advisors and insurance professionals, all of whom provide services for the elderly, attorneys and CPAs. (Active members)

  • Dominican Hospital Foundation

    Dominican Hospital provided over 42,000 people last year with support who could not otherwise afford aspects of their medical care. (Professional Advisory Board 2014-present)

  • Dining for Women

    Dining for Women's mission is to empower women and girls living in extreme poverty by funding programs that foster good health, education, and economic self-sufficiency and to cultivate educational giving circles that inspire individuals to make a positive difference through the power of collective giving.

  • Community Emergency Response Team

    The Community Emergency Response Team (CERT) Program educates people about disaster preparedness for hazards that may impact their area and trains them in basic disaster response skills, such as fire safety, light search and rescue, team organization, and disaster medical operations. Using the training, CERT members can assist others in their neighborhood or workplace following an event when professional responders are not immediately available to help.

    We are proud to work closely with local philanthropists in our community, and provide institutional investing services for charitable endowments and foundations.

Raymond James is not affiliated with the above organizations and/or charitable causes.