Harnessing Philanthropy
Helping you help others
Many of our clients are interested in leaving a legacy through charitable giving and philanthropic efforts. It’s not only a highly personal way to give back to their community, favorite charity or even their own foundation, but it provides a tremendous opportunity to involve their entire family and leave a lasting legacy for others to benefit from and enjoy.
At Forman Investment Services, our advisors design and implement charitable giving strategies for the causes you care about most, while working towards maximizing the tax benefits and philanthropic impact from your investment.
We offer a wide variety of options, opportunities and solutions. As your independent, trusted advisor, let us help you leave a legacy for future generations to come. Contact us today.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.