One Year In: Listening, Learning, and Leading with Purpose
Dear Friends, A year ago, I stepped into the role of CEO at the San Antonio Area Foundation—new to the South, new to Texas, and new to this incredible city. […]
Professional Advisors: We Do The Heavy Lifting For You
As attorneys, CPAs and financial advisors, you know well that trust is at the foundation of your relationships with clients. Your clients seek similar levels of trust with the people […]
San Antonio Area Foundation Welcomes New Board Members
The San Antonio Area Foundation announced the appointment of six distinguished community leaders to its 2025 Board of Directors. Laura Cabanilla, Joseph McLauchlan, Laura Liang, Tyler Peace, Debbie Serot and Stacey Isenberg […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]