Meet Our Inaugural Professional Advisor Council
When Jake Nuno thinks about “family,” he thinks about legacy. About parents who want their children to understand not just what they are inheriting, but why. About the quiet, meaningful […]
Why Donor Advised Funds Are Still Essential in 2026
For many CPAs, estate planning attorneys and financial advisors, the end of 2025 brought a whirlwind of charitable planning activity, particularly among high-income clients. With the new charitable deduction 0.5 […]
San Antonio Area Foundation Establishes Professional Advisor Council
The San Antonio Area Foundation is launching a Professional Advisor Council (PAC), a leadership network designed to strengthen charitable giving across Greater San Antonio. The council engages professionals who guide […]
A Key To Client Retention: Charitable Planning
Retaining clients is at the core of long-term business growth. As every professional advisor knows, earning continued work from an existing client is far easier, and far more cost-effective, than […]
Exploring Donor-Advised Funds: Flexible & Tax-Friendly
As an attorney, CPA, or financial advisor, you have likely noticed the surge in coverage around donor-advised funds (DAFs). And for good reason – these vehicles help clients achieve both […]
Advising Donors: Different Cases, Common Theme
We’ve rounded the corner into the fourth quarter of 2025! As the year draws to a close, you’re likely aware that charitable giving is not only important to your clients […]
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. […]
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. […]
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 […]
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 […]