Strategic insight and tactical support for foundations

Strategic insight and tactical support for foundations

We provide both discretionary management of your long-term investment assets and short-term cash management. You’ll also benefit from our unique expertise in processing securities as charitable donations.

SERVICES INCLUDE

  • Due Diligence and Research
  • Selection of Institutional-Class Managers
  • Investment Policy Statements
  • Portfolio Management and Rebalancing
  • Spending policy needs, portfolio reviews and stewardship documentation
  • Knowledgeable support and guidance on regulatory standards

THROUGH THE RAYMOND JAMES CANADA FOUNDATION, WE CAN ALSO PROVIDE THE FOLLOWING SERVICES:

  • Endowment Fund management outsourcing
  • Services provided to CRA registered charities, public and private foundations
  • IPS generation and day-to-day management, CRA reporting, tax receipting and gift administration and gift acceptance of endowment fund donations.