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 […]
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 […]
Advisors: What’s your next move on estate tax planning?

As attorneys, CPAs, and financial advisors, you’re very aware of potentially significant upcoming changes to the tax laws that could impact your high net-worth clients. Whether or not a post-election Congress takes action […]
Advising Advisors: Discussing Charitable Giving With Clients

SAN ANTONIO – Attorneys, CPAs and financial advisors are not strangers to tough questions. Indeed, the mix of money, family, and mortality is a potent combination that almost always creates […]
Advisors: Talk To Clients Now About Year-End Giving

Procrastination is a drain in ways that go far deeper than the incomplete task itself. It seems that the more daunting the task, the harder it is to tackle. This […]
Four Tips For Advisors Counseling Frugal Donors

Over the years, you’ve no doubt experienced a wide range of what clients perceive as “wealthy.” You’ve also likely observed that clients have different assumptions about what it takes to be a […]
Gifts of Appreciated Stock: Picking Favorites

You’re aware that donating highly-appreciated stock to a fund at the San Antonio Area Foundation offers significant advantages for your clients over making cash gifts. Communicating this benefit, however, can […]
Financial advisors: We’re here to make your work easier

It’s relatively straightforward to see how philanthropy figures into the financial and estate plans you build for individuals and families. After all, many of these clients are already supporting their […]
Charitable Gifts: Proposed Regulations & Election Year Updates

Greetings from the San Antonio Area Foundation! Every day, our team appreciates the opportunity to work with attorneys, accountants, financial advisors, and other professionals who are helping clients achieve their […]
“Shell funds” and other no-cost tools for charitable clients

Getting a jump on a future “to do” list is always such a good feeling. The team at the San Antonio Area Foundation can help you with your clients’ long-term […]