Advisor Toolkit

Continue to manage clients’ gift assets, or we can do it for you.

What's in it for you?

We make your job easier by identifying the local initiative that aligns with your clients’ values. Best of all – we handle the grant distribution too.

Your Financial

Resources made available by the San Antonio Area Foundation to all advisors.

Your Charity Concierge

Elevate your client experience with our white-glove service.


We offer a range of funds to help you fulfill your philanthropic mission.

How We Will Work With You

In addition to the services listed below, the San Antonio Area Foundation provides a variety of customizable services. Our professional philanthropic advisors help you develop the perfect program to align with your company’s mission and vision.

Let's Work Together!

Tell us how to best partner with you – we would love to more share information and include you on our list for special trainings and events.



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Donor-Advised Funds meet the needs of the community-at-large with grants to nonprofit organizations. Business representatives work together with experienced Area Foundation philanthropic advisors to determine areas of need and greatest potential community impact.

Establish your own charitable foundation with minimum administrative and legal requirements. All correspondence and related information to the fund will be branded with your logo. These funds can be managed separately or invested through the Area Foundation’s investment portfolio options.

Give the gift of education to your employees and other recipients. The Area Foundation will work alongside you to develop criteria and define your scholarship program.

Learn More

Ensure sustainability with an endowment that establishes perpetual income for designated causes, funds or nonprofits.

For anyone in San Antonio wanting to help deserving students needing economic assistance to continue their post-secondary education, we encourage them to consider setting up a scholarship fund at the Area Foundation. They worked really well with us and answered all our questions in setting up our scholarship fund. They were the only one that would allow us to use our own selection criteria without limitations.

Lisa Brunsvold
Chief Development Officer

Have more questions? We’re here to help

Complete the inquiry form and we will be in touch.

Jennifer Ballesteros
Jennifer Ballesteros
Director, Scholarship Programs
Faelyn Smith
Faelyn Smith
Senior Associate, Scholarship Programs
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