Tongue Twister For Advisors: OBBBA, IRAs, QCDs and FAQs

If your head is spinning, you are not alone – the rules for using IRAs in charitable giving were already complex, and the One Big Beautiful Bill Act (OBBBA) added a few new wrinkles. […]

For Professional Advisors

By Cecilia Martinez

September 18, 2025

Area Foundation launches first Future Ready Impact grantee cohort

The San Antonio Area Foundation is supporting more than a dozen youth-serving nonprofits as part of an unprecedented push toward increased postsecondary enrollment in our region. Leaders from 16 local nonprofits gathered […]

Blog

By Hernan Rozemberg

September 11, 2025

Area Foundation Empowers Wealth Advisor’s Philanthropic Work

For Roberto Espinosa, a local wealth management advisor, Hispanic Heritage Month is more than a celebration – it is a time to reflect how his Mexican heritage informs his profession. […]

Blog, For Professional Advisors

By Lindsey Carnett

Back To School: Opportunity For Donors To Support Education

It’s time for back-to-school planning! If education is on your mind, you’re in good company. Charitable giving to education rose in 2024 to more than $58 billion. If education and […]

For Donors, Giving Tips

By Cecilia Martinez

September 3, 2025

Called To Serve: Social Worker Turns Philanthropist

Jonathan Hardy’s personal story is proof that every philanthropist paves a unique path in making a commitment to giving back. Hardy, 73, is a retired social worker from Columbus, Ohio, […]

Blog

By Eric Moreno

August 27, 2025

Gifts of artwork: Worth a look, but be careful

If you’ve noticed a surprising uptick in recent years among your younger clients investing in artwork, it is not your imagination! A survey of 1,007 U.S. high net worth individuals […]

For Professional Advisors

By Cecilia Martinez

August 21, 2025

National Nonprofit Day: Local Sector Remains Resilient

Aug. 17 marks National Nonprofit Day – a great opportunity to focus on the tremendous impact that the nonprofit sector has on our region’s socioeconomic status. The San Antonio Area […]

Blog

By Eric Moreno

August 15, 2025

Considerations For A Philanthropic Retirement

If you’ve recently retired, you may still be figuring out the ideal balance of activities. Even if you’ve been retired for several years, you might still be trying to figure […]

For Donors, Giving Tips

By Cecilia Martinez

July 29, 2025

Better Investment: Community Foundation vs. Private Foundation

If your client base includes business owners, you probably weren’t surprised by this observation in a recent Wall Street Journal article about the “stealthy wealthy”: “Behind a paycheck, the largest […]

For Professional Advisors

By Cecilia Martinez

July 24, 2025

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