Blog < San Antonio Area Foundation

Generational Shifts: Fulfilling Clients’ Charitable Wishes

Chances are, as a professional advisor, you’ve already begun to notice that a major transfer of wealth is happening as your Baby Boomer clients establish financial and estate plans to pass their […]

For Professional Advisors

By Cecilia Martinez

March 19, 2025

Professional Advisors Find A Home At The Area Foundation

SAN ANTONIO – The San Antonio Area Foundation wants professional advisors in our community to know they have a resource in the most trusted and impactful philanthropic partner. The Area Foundation is committed to […]

Blog, Community Impact, For Professional Advisors

By Cecilia Martinez

March 13, 2025

Charitable Giving: Five Key Tax Reminders

Tax time is a great reason to review the basics. At the San Antonio Area Foundation, our goal is to help make the tax aspects of your charitable giving as easy and […]

For Donors, Giving Tips

By Cecilia Martinez

March 6, 2025

Here To Help Choose Your Causes For 2025

A new year is in full swing, but you’ve still got plenty of time to consider how you’d like to make a difference through charitable giving in 2025. A great […]

For Donors, Giving Tips

By Cecilia Martinez

February 20, 2025

Wise giving: Advising clients on disaster relief help

In the wake of the devastating California wildfires that have ravaged communities around Los Angeles, many of your clients are understandably eager to provide assistance to those affected. This may be particularly […]

For Professional Advisors

By Cecilia Martinez

February 12, 2025

The Perfect Choice For My Financial Planning

I’ve had a good adult life – being a university professor, consultant and author; living part-time in Denmark for 20 years; retiring at 54 and regularly traveling internationally to about […]

For Donors, Giving Tips

By Randell Drum

February 6, 2025

Making Charitable Giving A Family Affair

If you’ve not yet involved your children or grandchildren in your charitable giving, this may be the year to consider it. Children of all ages can benefit from learning even […]

For Donors, Giving Tips

By Cecilia Martinez

January 27, 2025

Thanks For Sharing Your Story With Us!

A key component of the San Antonio Area Foundation’s 60th anniversary public engagement campaign was the Share Your Story (SYS) series. These brief video testimonial segments, published on the Area Foundation’s YouTube channel as […]

Blog

By Eric Moreno

January 21, 2025

Financial Advisors: Legislation & Charitable Giving

We all know that the new year and a new administration brings lots of potential change. So, what is going on that you need to know in serving your charitable […]

For Professional Advisors

By Cecilia Martinez

January 16, 2025

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