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Advisor/Firm Programest. 2006 · Vancouver, BC

Raymond James Canada Foundation

You can open this if: you're a Raymond James Ltd. investment advisors client.

DAF-style giving program for Raymond James Ltd. clients. Legally structured as a private foundation but operates functionally as a DAF sponsor. Administered by Solus Trust Company in Vancouver.

Built by or for a specific bank or wealth firm. You come in through your existing firm relationship.

Cost calculator

Estimate fees for your scenario. Grants are never reduced by fees — fees apply after each year's granting.

Not costable
Fee schedule not disclosed
Fee schedule not publicly disclosed

Minimums

To open a DAF$100,000

Must be a Raymond James Ltd. client.

Granting rules

FrequencyOngoing
Max grants/yearUnlimited
Capital encroachmentPermitted
Disbursement rule5% CRA minimum (as private foundation)

Assets accepted

  • Cash
  • Public securities

Scale & activity

From T3010 CRA filing · FYE 2024-12-31

Total DAF assets
$102.4M
Annual grants
$9.9M
Actual payout
9.7%
DAF accounts
278
Avg. account
$368,307

CRA registration 832173900RR0001. Payout rate is actual grants divided by total assets over the filing period — a real-world indicator that can differ from the provider's stated disbursement policy.

Fee structure

Admin fee tiers

Balance rangeRate
$0K+· Fee schedule not publicly disclosed—

Investment fee tiers

Balance rangeRate
$0K+· Charged via Raymond James investment account; advisor-determined—

Trust administration through Solus Trust; advisor fees apply on the investment side separately from foundation administration fees. Fee schedule not publicly disclosed.

Also consider

Advisor/Firm ProgramIG Wealth Management Charitable Giving Program

For donors already working with IG Wealth Management or IG Private Wealth Management. Keep your IG advisor and stay within the Investors Group fund family while adding a charitable giving account. Shares the Strategic Charitable Giving Foundation infrastructure with the Mackenzie program (both are IGM Financial subsidiaries).

Advisor/Firm ProgramMackenzie Charitable Giving Program

For donors already invested with Mackenzie. Keep your Mackenzie advisor and stay within the Mackenzie fund family while adding a charitable giving account. Ten portfolio options across conservative to growth mandates.

Advisor/Firm ProgramNicola Wealth Private Giving Foundation

For existing Nicola Wealth clients. No additional DAF-specific administration fees; the Foundation's costs are absorbed into the broader wealth management relationship. Legacy advisors assist with charity selection and integrate giving with your financial and tax planning. Note that Nicola Wealth's standard AUM fees (1.25% on the first $1M) apply to the full client portfolio, including DAF assets. Reports $39.5M disbursed to 1,000+ charities across 529 DAFs in 2024.

Data sources

Confidence: Not publicly disclosed · Last verified 2026-04-21

Value proposition authored by WellFunded