Working with the Area Foundation
You are an important part of creating legacies in our community. Your clients respect your knowledge and expertise. You can look to our experience to add a charitable component to your menu of services, enhancing your client relationship.
For more than 50 years, the San Antonio Area Foundation has worked hand-in-hand with our community’s professional advisors. We provide strategic counsel and help integrate philanthropy into an estate plan as you identify the best solutions for a client. We offer 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 your client relationships.
Work With Us
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.