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Who We Serve

Charitable Organizations and Their Donors

Charitable Organizations and their donors are essential to the strength of every community. We at P.A. Schopen & Associates are proud to work hand in hand with these organizations and donors to help ensure they remain part of our communities for generations to come. Our Charitable Partners Program provides a way for investors to help charities and non-profit organizations receive the ongoing support they need to continue their cause, at no added expense to our clients. For more about The Charitable Partners Program, click here. Our advisors are highly trained in consulting charitable organizations and their donors. Through the Raymond James Charitable Endowment Fund, we offer a comprehensive platform of products and services including:

  • Donor Advised Funds
  • Pooled Income Funds
  • Charitable Gift Annuities
  • Charity Advised Account

Please visit www.myfamilyfoundation.org to learn more about the above services.

In addition, through Raymond James Trust N.A., the advisors at P.A. Schopen & Associates offer powerful planning assistance for charitable donors, including:

  • Charitable Remainder Trusts
  • Charitable Lead Trusts

For more information on these and other services to our charitable donors, please visit: www.raymondjames.com/trust