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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 […]

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