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  • Capitalist Investment Services
    645 Baltimore-Annapolis Blvd Ste 200 Severna Park, MD 21146-3934 T: 410.544.2995 F: 410.544.7553 TF: 800.717.1848
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Share something of significance and pass on so much more than money.
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Charitably minded investors can satisfy RMDs with QCDs
Qualified charitable distributions allow your required IRA distributions to benefit a worthy cause – while you benefit from a reduced tax liability.
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Estate planning complexity with the rise of new technologies
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The importance of a good paper trail
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The Giving Pledge, enduring generosity and charitable change
Billionaires’ public pledges make headlines, but strategic and impactful philanthropy isn’t exclusive to celebrities.
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“No kids” shouldn't mean “no estate plan”
Regardless of your family situation, it’s important to have certain estate planning essentials in place so that your legacy is left the way you intend.
Estate & Giving
Out-of-the-box alumni donations
Think beyond checks, endowments and scholarships. Explore alumni donations that have truly broken the mold.
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Reasons to give appreciated stock
Giving appreciated equity can be a gift for both you and your favorite charity.
Estate & Giving
Give wisely to maximize your charitable impact
Contribute to the causes you care about with strategies that match your intentions.
Estate & Giving

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Capitalist Investment Services

Raymond JamesRaymond James
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  • Capitalist Investment Services: 645 Baltimore-Annapolis Blvd Ste 200 Severna Park, MD 21146-3934
  • T: 410.544.2995
  • F: 410.544.7553
  • TF: 800.717.1848
  • Map & Directions
  • Map & Directions

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.

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Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Capitalist Investment Services is not a registered broker/dealer and is independent of Raymond James Financial Services.

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