We believe in the power of giving generously

At Integrated Wealth Solutions of Raymond James, we are dedicated to igniting a philanthropic spirit within our clients, encouraging them to make a lasting impact beyond their lifetimes. This aspect of our work brings us immense joy and fulfillment.

We empower our clients to donate assets beyond cash through our experience in advanced gifting strategies, such as donor advised funds, charitable remainder trusts and private family foundations. By educating them on the advantages of contributing highly appreciated securities, business interests, and real estate, we help them give tax-efficiently.

Our approach can help clients achieve a greater philanthropic impact than they would have otherwise. By redirecting some of the funds that would have gone to taxes towards causes they genuinely care about, they can create a legacy that resonates with their values and transforms lives.

At Integrated Wealth Solutions, we are honored to guide our clients on this philanthropic journey, ensuring their generosity aligns with their financial goals and values. Together, we can make a difference and leave a lasting legacy.

Raymond James and its advisors do not offer tax advice. You should discuss any tax matters with the appropriate professional.

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.

Please be aware that there may be substantial fees, charges and costs associated with establishing a charitable remainder trust.