Working with the Area Foundation
Your clients rely on your recommendations to make important financial decisions. Feel confident that you are providing the best advice by relying on the San Antonio Area Foundation for charitable expertise and services to fulfill your clients’ goals.
Your clients respect your knowledge and expertise. You can look to our expertise to add a charitable component to your menu of services, enhancing your client relationship. You are an important part of creating legacies in our community, and we can provide you with tools to talk with your clients about charitable giving.
For more than 50 years, the San Antonio Area Foundation has worked hand-in-hand with our community's professional advisors. We provide a simple, powerful and highly personal approach to giving with sound investment management to fit your clients' needs. Our charitable solutions offer maximum available tax benefits and the peace of mind that comes from working with a reputable organization that has deep knowledge of our community.
We support you and your clients through every step of the giving process, while you retain complete control of your client relationships.
The Area Foundation offers:
- Respect for your role as your client’s trusted advisor whenever we are included in your conversations
- Flexible giving solutions with maximum tax benefits - We have the ability to accept a wide range of gifts: cash, stocks, bonds, property and bequests.
- GiftLaw Pro - a comprehensive charitable giving and tax information service
- Weekly e-newsletter with updated information in charitable tax law
- Estate planning tools, including questionnaires, calculators and access to charitable giving tools
- Local expertise - we are a local organization with in-depth knowledge of community needs and the programs that are making a difference
We offer various types of funds to meet your clients' unique financial and charitable needs. As a 501(c)(3) public charity, we are transparent with our administration and financials, so you can rest assured your clients' charitable assets will be managed reputably.
Take advantage of our Advisor toolkit and resources and contact us with any questions.