At John Moore & Associates, we love to encourage and celebrate the generosity of our client families. While we leave the decision up to the families we serve, the number who choose to donate — and the extent of their generosity — never ceases to amaze us.
It’s our honor to help our clients maximize the benefits of their gifts. The majority of our families make donations of appreciated investments, which provide tax advantages in addition to the potential tax deduction.
In 2012, we started tracking the value of the charitable donations that we’ve helped our clients families transfer from their JMA-managed Raymond James accounts to charities. The families we serve have made charitable donations totaling: