Take advantage of our Advisor toolkit and resources and contact us with any questions.
Our professional investment managers can work to ensure your money is well protected and that it has the greatest impact in line with your desires. Our first priority is asset protection and we do that as a member of your professional wealth management team.
RESOURCES MADE AVAILABLE BY THE SAN ANTONIO AREA FOUNDATION TO ALL ADVISORS.
WE ARE HERE TO HELP YOU FULFILL YOUR CLIENTS' GOALS.
THE POWER OF GIVING
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.
EXAMPLES OF OUR MANY SERVICES INCLUDE:
PART OF THE AREA FOUNDATION FAMILY
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.
Ensure sustainability with an endowment that establishes perpetual income for designated causes, funds or nonprofits.
Have more questions? We’re here to help
Complete the inquiry form and we will be in touch.