Wise giving: Advising clients on disaster relief help

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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 […]

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 […]

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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